November 24th, 2025: Netflix Earnings, Netflix Bids for Warner Bros. Discovery, Most Likely Outcome for Warner Bros. Discovery

November 20th, 2025. MLB’s New Media Rights, Tesla Planning CarPlay Support, More on Meta’s Business Model

November 19th, 2025. Meta 3Q25 Earnings, Did Zuckerberg “Kitchen Sink” Capex Expectations?, The Big Picture

November 18th, 2025. More on Apple CEO Succession, Defining the Apple CEO Role, What Apple Should Do

November 17th, 2025. Apple Intensifying CEO Succession Planning, My Initial Thoughts on How Things Play Out

November 14th, 2025. Friday Q&A

November 13th, 2025. Apple Talks TV Strategy, No Apple TV Ad Tier (For Now), Estimating Apple TV Revenue

November 12th, 2025. Apple Unveils iPhone Pocket, A Few Fun iPhone Pocket Observations, The Larger Story

November 10th, 2025. Apple Reportedly to White Label Gemini for Siri, The Logic Behind Apple White Labeling Gemini, Apple’s (AI) Long Game

November 6th, 2025. My Notes from Apple’s 2025 10-K

November 5th, 2025. Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts

November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business