Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services
Bond specialist: 'Apple is a screaming sell' (video)Larry McDonald Screaming Sell8 years ago
Published February 18, 2018 by Philip Elmer-DeWitt

Bond specialist: 'Apple is a screaming sell' (video)

Who is Larry McDonald, and why does he say things like this? 

Read More Bond specialist: 'Apple is a screaming sell' (video)

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

9 Comments

Apple: A Post-it note away from perfectionpost-it perfection8 years ago
Published February 17, 2018 by Philip Elmer-DeWitt

Apple: A Post-it note away from perfection

Vanity Fair finds a painful metaphor in Jony Ive's design ethos.

Read More Apple: A Post-it note away from perfection

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

13 Comments

A dozen giant Apple day tradersgiant Apple day traders options8 years ago
Published February 16, 2018 by Philip Elmer-DeWitt

A dozen giant Apple day traders

These 12 funds bought and sold Apple options worth $28 billion last quarter.

Read More A dozen giant Apple day traders

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Analyst: Now that the Apple panic is over...Daniel Ives panic metaphor8 years ago
Published February 16, 2018 by Philip Elmer-DeWitt

Analyst: Now that the Apple panic is over...

No one on the Apple beat mixes metaphors quite like Daniel Ives.

Read More Analyst: Now that the Apple panic is over...

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

6 Comments

Apple giants: Who bought last quarter, who soldapple giants8 years ago
Published February 16, 2018 by Philip Elmer-DeWitt

Apple giants: Who bought last quarter, who sold

Fidelity dumped tens of millions of Apple shares last quarter. Warren Buffett's Berkshire Hathaway gobbled up even more.

Read More Apple giants: Who bought last quarter, who sold

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Morgan Stanley: This is what took some of the air out of the Apple supercyclesupercycle deflated8 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Morgan Stanley: This is what took some of the air out of the Apple supercycle

From a note to clients by analyst Katy Huberty.

Read More Morgan Stanley: This is what took some of the air out of the Apple supercycle

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

10 Comments

Apple represents 15% of Warren Buffett's portfoliowarren buffett selling apple8 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Apple represents 15% of Warren Buffett's portfolio

Fun facts from the latest SEC filings.

Read More Apple represents 15% of Warren Buffett's portfolio

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

12 Comments

Analyst: Why Apple doesn't need Disneylegacy media companies hollywood horror story8 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Analyst: Why Apple doesn't need Disney

From Hollywood Horror Story: Invasion of the Tech Giants by BTIG's Richard Greenfield.

Read More Analyst: Why Apple doesn't need Disney

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

3 Comments

Watching Apple bounce higher than the Dowapple bounces dow8 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Watching Apple bounce higher than the Dow

Buffett effect? Safe Haven thesis? The old Apple sllngshot?

Read More Watching Apple bounce higher than the Dow

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

7 Comments

Analyst: Apple's next big growth biz is 'Other products'apple airpods homepods Cybart8 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Analyst: Apple's next big growth biz is 'Other products'

I don't expect the buy side to buy it. They still think Apple is phone company.

Read More Analyst: Apple's next big growth biz is 'Other products'

Share this:

  • Click to share on X (Opens in new window) X
  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • Click to share on Reddit (Opens in new window) Reddit
  • Click to email a link to a friend (Opens in new window) Email

8 Comments

Posts pagination

Previous 1 … 1,137 1,138 1,139 … 1,287 Next
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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

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

Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Login
  • Account Services

© 2022 Philip Elmer-DeWitt