Above Avalon Episode 178: Welcome to 2021

January 16, 2021 by Neil Cybart

Episode 178 is dedicated to discussing Apple’s 2020 and where the company finds itself as we enter 2021. The episode goes over the first Above Avalon year in review that was published for 2020. Neil discusses his five favorite Above Avalon weekly articles from 2020 and the sub themes that were found in the 196 daily updates published in 2020. Receive my analysis and perspective on Apple throughout the week via exclusive daily updates (3 stories per day, 12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit the membership page.

Links:

Above Avalon Year in Review (2020)

Above Avalon Podcast Episodes (available to everyone):

Above Avalon Weekly Articles (available to everyone):

Apple Is Pulling Away from the Competition

Above Avalon Membership

Above Avalon Daily podcast info (sample podcast episodes available here and here)

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Apple Podcasts

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RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (178 episodes) is available here.

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Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

Above Avalon Members

Above Avalon Episode 167: A Stock Buyback Poster Child

April 25, 2020 by Neil Cybart

Share buyback is one of a handful of tools that boards and management teams have to properly manage balance sheets. However, economic fallout related to the pandemic has led to a new round of criticism aimed at buyback. In episode 167, Neil discusses how Apple has become the poster child of responsible share repurchases. Additional topics include: Apple’s recent stock buyback activity, Neil’s expectation for Apple’s upcoming update to its buyback program, the latest criticism surrounding buyback, repurchasing shares in a pandemic, and the harsh reality found with stock buybacks.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

Apple’s $460 Billion Stock Buyback (Above Avalon weekly article)

Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy (Above Avalon report)

Become an Above Avalon member

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (167 episodes) is available here.

Follow on Twitter

Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

Above Avalon Members

Above Avalon Episode 162: The Apple Question

January 18, 2020 by Neil Cybart

At the start of a new year, there is less value found in coming up with predictions than there is in looking at questions facing the company. In episode 162, Neil goes over his list of questions for Apple in 2020, and the discussion culminates with one overarching question that covers Apple’s largest challenge and opportunity. Additional topics include why predictions contain so little value, the number of Apple users, and Apple in emerging markets. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

The Big Question Now Facing Apple (Above Avalon Weekly Article)

Above Avalon Episode 160: Let’s Talk “Apple Tax” (Above Avalon Podcast)

Above Avalon Episode 143: Look at the Capex (Above Avalon Podcast)

Above Avalon Episode 161: Apple’s Spectacular Year on Wall Street (Above Avalon Podcast)

Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy (Above Avalon Report)

Above Avalon membership page

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (162 episodes) is available here.