In a twist for a quarter that carried some disappointment — which usually favors the professionals — the independent analysts shamed the Wall Street pros Thursday, taking 11 of the top 12 spots.

Excerpts from the notes I've seen. More as they come in.
Clips from the videos I've seen. More as they come in.
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"In a bid to lure an outside investor, CEO Bob Iger has said Disney wants to keep ESPN and will try to create a streaming app for it by either forming a joint venture or finding a buyer for a minority stake in the network."
"Premiumization has started in the world’s second largest smartphone market and Apple has again got the timing right."
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