After a quick review of Apple's strong earnings report, Neil discusses why most of the post-earnings reaction was off the mark. The episode concludes with a few big picture views about iPhone and why the product is so misunderstood.
Apple's Record Earnings - Above Avalon
Reviewing Apple's 1Q15 Earnings (Video) - YouTube
Apple Will Save $3 Billion in 2015 by Selling the 16GB iPhone 6/6 Plus - Above Avalon
Luck or Vision - Above Avalon
Apple Doesn't Sell iPhones - Above Avalon
AAPL Orchard Daily Email (interesting links, thoughts, analyses and musings) - Above Avalon