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Toni Sacconaghi: 'Have we seen this movie before?'sacconaghi8 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Toni Sacconaghi: 'Have we seen this movie before?'

From a note to clients—Sacconaghi's second in four days—that landed in my inbox Monday.

Read More Toni Sacconaghi: 'Have we seen this movie before?'

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Analyst: 'It might rain on Apple's buyback exuberance'Mark Moskowitz, dampen exhuberance8 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Analyst: 'It might rain on Apple's buyback exuberance'

Barclays' Mark Moskowitz cuts his Apple target and estimates. Again.

Read More Analyst: 'It might rain on Apple's buyback exuberance'

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Another analyst jumps on the bad Apple bandwagonbad Apple bandwagon8 years ago
Published April 30, 2018 by Philip Elmer-DeWitt

Another analyst jumps on the bad Apple bandwagon

Having downgraded Apple in January, BMO's Tim Long gave his estimates another whack Sunday. From a note to clients that landed in my inbox: Bottom Line:…

Read More Another analyst jumps on the bad Apple bandwagon

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Analyst: Investor negativity overdone, consensus staleoverdone8 years ago
Published April 29, 2018 by Philip Elmer-DeWitt

Analyst: Investor negativity overdone, consensus stale

From a note to clients by RBC's Amit Daryanani that landed in my inbox Sunday.

Read More Analyst: Investor negativity overdone, consensus stale

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Postcard from the polderstulips8 years ago
Published April 29, 2018 by Philip Elmer-DeWitt

Postcard from the polders

The bubble may have burst, but tulips have maintained their intrinsic value.

Read More Postcard from the polders

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If Apple spends $100 billion on a buyback, the stock does what?buybacks bricks of cash8 years ago
Published April 29, 2018 by Philip Elmer-DeWitt

If Apple spends $100 billion on a buyback, the stock does what?

Friend-of-the-blog Jeff F offers back-of-the-envelope estimates for buybacks of $100, $200 and $300 billion.

Read More If Apple spends $100 billion on a buyback, the stock does what?

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Apple: No need to panic, says Mark Hibbenpanic volatility eps8 years ago
Published April 28, 2018 by Philip Elmer-DeWitt

Apple: No need to panic, says Mark Hibben

The media, according to one of Seeking Alpha's better contributors, has got chipmaker TSMC's guidance all wrong.

Read More Apple: No need to panic, says Mark Hibben

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One of these stocks is not like the others (hint: Apple)Steel mill Jeff f nine charts8 years ago
Published April 26, 2018 by Philip Elmer-DeWitt

One of these stocks is not like the others (hint: Apple)

Nine charts, with commentary, by friend-of-the-blog Jeff F.

Read More One of these stocks is not like the others (hint: Apple)

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Toni Sacconaghi: 'iPhone weakness vs. the buyback bazooka'Buyback Bazooka Joe8 years ago
Published April 26, 2018 by Philip Elmer-DeWitt

Toni Sacconaghi: 'iPhone weakness vs. the buyback bazooka'

For the second quarter in a row, Toni Bernstein has knocked the stuffing out of his Apple estimates a few days before earnings.

Read More Toni Sacconaghi: 'iPhone weakness vs. the buyback bazooka'

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Survey: Given a choice most choose AppleChoose apple8 years ago
Published April 26, 2018 by Philip Elmer-DeWitt

Survey: Given a choice most choose Apple

Big caveat: "Helping organizations succeed with Apple" is Jamf's official slogan.

Read More Survey: Given a choice most choose Apple

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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 ($)
  • Tommo.fyi
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