From Barron's' "Markets Rebound After Trump Extends Iran Cease-Fire. Stock Futures Pop." posted early Wednesday.
Trump on Tim Apple
2 months ago
2 months ago"I was very impressed with myself to have the head of Apple calling to 'kiss my ass.'”
Horace Dediu imagines Apple after John Ternus
2 months ago
2 months ago"Apple incoming CEO faces a defining challenge: Fixing the company’s Services dependence."
"Timing played a major role in making Cook arguably the greatest non-founder CEO of all time."
Read More Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEO
Ming-Chi Kuo is bullish on Apple's new boss
2 months ago
2 months ago"Moving the Mac to Apple Silicon was a system- and platform-level transition, essentially a brain transplant. Within Apple, no one has more experience managing a shift at this scale than John Ternus."
Premarket: Apple is red
2 months ago
2 months agoFrom Barron's' "Markets Rebounding as Wall Street Hopes for Iran Peace Talks. Stock Futures Rise." posted early Tuesday.
"At 28x next year GAAP EPS – roughly the midpoint of Apple's historical 24-34x valuation range – valuation is neither cheap nor taxing." — Analyst Erik Woodring
Read More Morgan Stanley: The March quarter results may reset the Apple narrative
From the notes I've seen. More as they come in.
Apple: Cook up, Ternus in
2 months ago
2 months ago“I am profoundly grateful for this opportunity to carry Apple’s mission forward." — John Ternus
"We believe concerns for Apple are overly pessimistic given its much stronger relative position." — Analyst Michael Ng
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