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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
Apple 3Q24 earnings
August 2nd, 2024. Apple’s 3Q24 Earnings, The iPhone Is a Powder Keg
July 31st, 2024. My Granular Estimates for Apple 3Q24 Earnings
July 30th, 2024. Setting the Stage for Apple’s 3Q24 Earnings
Apple Music
July 29th, 2024. Spotify 2Q24 Earnings, Spotify vs. Apple Music
Alphabet
July 25th, 2024: Alphabet 2Q24 Earnings
Apple TV+