Amazon
Disney
February 14th, 2023. Disney Earnings, Disney’s Anti-Netflix Strategy, Apple Got It Right With TV+
iPhone repairability
February 13th, 2023. Selling Non-Pro iPhones, Revisiting iPhone Repairability, Less Frequent Upgrading Can Help Apple's User Monetization
Jeff Williams
February 9th, 2023. Apple to Drop “Head of Industrial Design” Role, Jeff Williams and Design, My Updated Apple Earnings Estimates
Apple Buyback
February 8th, 2023. Apple 1Q23 10-Q Takeaways, Apple's Share Buyback Update, Revisiting Apple’s Cash Neutral Goal
paid subscriptions growth
February 7th, 2023. Apple’s Paid Subscriptions Growth, Apple Gross Margin Hits Decade High, Apple’s Next Marginal Customer
Reading Between the Lines
February 6th, 2023. Reading Between the Lines of Apple’s 1Q23 Earnings Q&A With Analysts
Apple 1Q23 earnings
February 3rd, 2023. Apple 1Q23: By the Numbers, The FX Factor, My Apple Earnings Theory
Spotify
February 1st, 2023. Final Thoughts Heading Into Apple Earnings, Spotify Earnings
January 31st, 2023. My Apple 1Q23 Estimates, Expectations by Apple Product Category, Updated Apple Earnings Estimates
January 30th, 2023. Setting the Stage for Apple 1Q23 Earnings, About AAPL’s Move Higher, Looking Ahead at Apple’s 2Q23
Tesla