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Apple Options 101options 1017 years ago
Published November 4, 2018 by Philip Elmer-DeWitt

Apple Options 101

“The market can remain irrational longer than you can remain solvent.“ —John Maynard Keynes

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Has Tim Cook sandbagged Apple's Christmas quarter earnings?sandbagged Christmas7 years ago
Published November 4, 2018 by Philip Elmer-DeWitt

Has Tim Cook sandbagged Apple's Christmas quarter earnings?

Makes sense to me.

Read More Has Tim Cook sandbagged Apple's Christmas quarter earnings?

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Surprise! Apple still has $70 billion in its 2018 buyback programbuybacks bricks of cash7 years ago
Published November 3, 2018 by Philip Elmer-DeWitt

Surprise! Apple still has $70 billion in its 2018 buyback program

Nice timing, with the stock at a 3-month low.

Read More Surprise! Apple still has $70 billion in its 2018 buyback program

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Apple's new translucency: Watch CNBC freak (video)translucency cnbc freak7 years ago
Published November 3, 2018 by Philip Elmer-DeWitt

Apple's new translucency: Watch CNBC freak (video)

Gene Munster was "shocked," but came around. The others—and the market—not so much.

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Bad Apple daybad apple day7 years ago
Published November 3, 2018 by Philip Elmer-DeWitt

Bad Apple day

I blame the algorithms.

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CNBC: Three 'experts' react--on air--to Apple's earnings (video)cnbc three experts7 years ago
Published November 2, 2018 by Philip Elmer-DeWitt

CNBC: Three 'experts' react--on air--to Apple's earnings (video)

Expertise, like wealth and Wi-Fi coverage, is not evenly spread. 

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Best and worst Apple analysts: Q4 20187 years ago
Published November 2, 2018 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q4 2018

In my final Earnings Smackdown with unit sales, the indies took seven of the top 10 spots.

Read More Best and worst Apple analysts: Q4 2018

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Apple's new translucency: What analysts are sayingunit sales data translucency7 years ago
Published November 2, 2018 by Philip Elmer-DeWitt

Apple's new translucency: What analysts are saying

"Typically Not A Good Sign."

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The end of hardware transparency at Appleunit sales transparency7 years ago
Published November 1, 2018 by Philip Elmer-DeWitt

The end of hardware transparency at Apple

Oh well. It was fun while it lasted.

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Apple's Q4 2018 in five easy chartsApple easy charts Q320227 years ago
Published November 1, 2018 by Philip Elmer-DeWitt

Apple's Q4 2018 in five easy charts

The ups and downs of Apple’s revenue, earnings, iPhone sales, services and revenue from greater China. Apple delivered strong quarterly results and disappointing guidance. The stock, which…

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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