Neil Cybart

Luca Maestri

August 28th, 2024. Grading Luca Maestri’s Performance as Apple CFO, Where Can Kevan Parekh Add His Touch?, More on Maestri Staying at Apple

Luca Maestri

August 27th, 2024. Luca Maestri to Step Down as Apple CFO, The CFO Position at Apple, Apple Succession Planning

Microsoft

August 26th, 2024. Microsoft 2Q24 Earnings, Ranking Big Tech’s 2Q24 Performance

Meta

August 22nd, 2024. Meta 2Q24 Earnings, Thoughts on Meta HW Sales

Amazon

August 21st, 2024. Amazon Earnings, Amazon in the Home

August 20th, 2024. Tech Observations From My Vacation

Google Search

August 13th, 2024. Thoughts on the U.S. v. Google Verdict (Part 2)

Google

August 12th, 2024. Thoughts on the U.S. v. Google Verdict (Part 1)

Apple 10-Q

August 8th, 2024. Apple 3Q24 10-Q Takeaways, A Few Interesting Tidbits About Apple’s Share Buyback, Apple’s Free Cash Flow Margin

Apple earnings Q&A

August 7th, 2024. Reading Between the Lines of Apple’s 3Q24 Earnings Q&A With Analysts

Apple 3Q24 earnings

August 6th, 2024. Apple’s 3Q24 in Three Charts

Buffett

August 5th, 2024. Buffett Slashes AAPL Stake in Half, What’s Really Going On?, Removing the Buffett Overhang