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Josh Brown: 'Apple is one of the strongest stocks still standing of its cohort'apple josh brown video2 years ago
Published September 28, 2023 by Philip Elmer-DeWitt

Josh Brown: 'Apple is one of the strongest stocks still standing of its cohort'

From "Stocks stage late-day comeback amid September slump" which aired Thursday on CNBC.

Read More Josh Brown: 'Apple is one of the strongest stocks still standing of its cohort'

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Cotswolds updateCotswolds update Wednesday2 years ago
Published September 27, 2023 by Philip Elmer-DeWitt

Cotswolds update

From Burford to Moreton-in-Marsh through Bourton-on-the-Water (35 miles) on Tuesday.

Read More Cotswolds update

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Join me at Asymco's Apple investor event in Boston — Nov. 9, 2023apple asymco boston dediu2 years ago
Published September 27, 2023 by Philip Elmer-DeWitt

Join me at Asymco's Apple investor event in Boston — Nov. 9, 2023

Friend-of-the-blog Horace Dediu is offering $100 discounts to Apple 3.0 subscribers.

Read More Join me at Asymco's Apple investor event in Boston — Nov. 9, 2023

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Google to Apple: 'No default—no revenue share'apple google hardball trial2 years ago
Published September 27, 2023 by Philip Elmer-DeWitt

Google to Apple: 'No default—no revenue share'

From Miles Kruppa's "Google Trial Spills Details on Search Engine’s Deals With Apple, Samsung" in Wednesday's Wall Street Journal.

Read More Google to Apple: 'No default—no revenue share'

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J.P. Morgan: Apple lead time expands with Pro Max at historical highsapple jpmorgan iphone15 pro max2 years ago
Published September 26, 2023 by Philip Elmer-DeWitt

J.P. Morgan: Apple lead time expands with Pro Max at historical highs

From a note to J.P. Morgan subscribers that landed on my desktop Monday.

Read More J.P. Morgan: Apple lead time expands with Pro Max at historical highs

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Gene Munster: India Is starting to help Apple diversify its productionapple india china munster2 years ago
Published September 26, 2023 by Philip Elmer-DeWitt

Gene Munster: India Is starting to help Apple diversify its production

"Apple's dependency on China keeps investors up at night."

Read More Gene Munster: India Is starting to help Apple diversify its production

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Postcard from the Cotswoldsapple cotswolds postcard2 years ago
Published September 25, 2023 by Philip Elmer-DeWitt

Postcard from the Cotswolds

From Burford to Blenheim Palace and back: 42 miles

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Odd couple: Tim and Elonapple musk cook2 years ago
Published September 24, 2023 by Philip Elmer-DeWitt

Odd couple: Tim and Elon

From Tim Higgins' "The Latest Twists in the Tensions Between Elon Musk and Tim Cook" posted Saturday by the Wall Street Journal.

Read More Odd couple: Tim and Elon

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This week's Apple trading strategies (9/25-9/29/23)apple trading strategies 9-25-232 years ago
Published September 24, 2023 by Philip Elmer-DeWitt

This week's Apple trading strategies (9/25-9/29/23)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (9/25-9/29/23)

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Apple’s Net Cash: Is $50 billion the new neutral?apple net cash zero campbell2 years ago
Published September 23, 2023 by Philip Elmer-DeWitt

Apple’s Net Cash: Is $50 billion the new neutral?

A thought experiment by friend-of-the-blog Paul Campbell.

Read More Apple’s Net Cash: Is $50 billion the new neutral?

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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.]

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
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  • MacDailyNews
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  • 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
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