After years of criticism, doubt, and questions surrounding Apple’s share buyback program, we are at a point where we can say with confidence that the buyback debate has ended and Apple was declared the winner. In episode 179, Neil goes over how the buyback debate began and why so many people underestimated Apple’s ability to both buy back shares and invest in its future at the same time. 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:

Apple Won the Share Buyback Debate

Share Buyback 101: An Examination of Apple’s Share Repurchase Strategy

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

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The complete Above Avalon Podcast episode archive (179 episodes) is available here.

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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.