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Hedge fund made fortune on Apple, missed bigger one. Twice.apple einhorn greenlight twice3 years ago
Published March 31, 2023 by Philip Elmer-DeWitt

Hedge fund made fortune on Apple, missed bigger one. Twice.

"Probably the worst sale of my entire career." -- Greenlight Capital's David Einhorn

Read More Hedge fund made fortune on Apple, missed bigger one. Twice.

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Apple patent troll VirnetX gets its dueapple Virnetx patent troll3 years ago
Published March 31, 2023 by Philip Elmer-DeWitt

Apple patent troll VirnetX gets its due

From Timi Kilgore's "VirnetX stock takes sharp U-turn into the red after appeals court said two patents were ‘unpatenable,’ but special dividend remains intact" posted Thursday by MarketWatch.

Read More Apple patent troll VirnetX gets its due

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Premarket: Apple is redapple premarket red 8-21-253 years ago
Published March 31, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "S&P 500 futures tick higher as traders get set to wrap up the first quarter" posted early Friday.

Read More Premarket: Apple is red

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Ming-Chi Kuo now says no Apple headset at WWDCapple ming-chi kuo headset3 years ago
Published March 30, 2023 by Philip Elmer-DeWitt

Ming-Chi Kuo now says no Apple headset at WWDC

From Kuo's Twitter feed.

Read More Ming-Chi Kuo now says no Apple headset at WWDC

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Needham: The case for Apple buying Disneyapple buy disney needham3 years ago
Published March 30, 2023 by Philip Elmer-DeWitt

Needham: The case for Apple buying Disney

"Offensively, as an upside value driver, strong distribution and world-class content are complementary networks. That is, they are worth more together than separately, we believe." -- Analyst Laura Martin

Read More Needham: The case for Apple buying Disney

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Free Zoom for Apple 3.0 subscribers: Ask me anything with Horace Dediuapple headset dediu zoom3 years ago
Published March 30, 2023 by Philip Elmer-DeWitt

Free Zoom for Apple 3.0 subscribers: Ask me anything with Horace Dediu

Nobody is more certain that Apple's headset is going to be a winner. On Sunday Dediu will tell us why.

Read More Free Zoom for Apple 3.0 subscribers: Ask me anything with Horace Dediu

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Why Needham's Laura Martin says Apple should buy Disney (video)apple buy disney needham martin3 years ago
Published March 30, 2023 by Philip Elmer-DeWitt

Why Needham's Laura Martin says Apple should buy Disney (video)

From "Apple's streaming service is starting to get serious, says Needham's Laura Martin" which aired Thursday on CNBC.

Read More Why Needham's Laura Martin says Apple should buy Disney (video)

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Why it took Apple 20 years to find Brahms among all the Bad Bunniesapple brahms classical music3 years ago
Published March 30, 2023 by Philip Elmer-DeWitt

Why it took Apple 20 years to find Brahms among all the Bad Bunnies

From Ben Cohen's "Apple Wants to Solve One of Music’s Biggest Problems" posted Thursday by the Wall Street Journal.

Read More Why it took Apple 20 years to find Brahms among all the Bad Bunnies

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Premarket: Apple is greenapple premarket red 10-6-253 years ago
Published March 30, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Stock futures are higher as investors come off winning day" posted early Thursday.

Read More Premarket: Apple is green

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Gene Munster: 'I believe China is what keeps Cook up at night.'apple china tim cook munster3 years ago
Published March 30, 2023 by Philip Elmer-DeWitt

Gene Munster: 'I believe China is what keeps Cook up at night.'

Cook, says Munster, is a master of threading the needle. Witness his last two trips to China. 

Read More Gene Munster: 'I believe China is what keeps Cook up at night.'

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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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