From Max Cherney's "Apple Has Cut $5 Billion From Its Spending. What That Means for the Stock" ($) posted Monday in Barron's.
Read More Toni Sacconaghi: How Apple generated an extra $6B in free cash flow
From a note sent to clients last week that landed on my desktop Thursday: Historically, FY Q4 earnings haven't mattered very much, and we are largely…
Read More Bernstein's Toni Sacconaghi on Apple's Q4: It's all about the Q1 guidance
Bernstein's top Apple analyst has a famously bad track record on Apple, but he was one of the first to spot the value of the search payments.
Read More Toni Sacconaghi: Apple could take a 20% hit without Google's kickbacks
"It is important enough to understand what real people think. Do these security issues concern people, or not?" — Judge Yvonne Gonzalez Rogers, urging a jury…
Read More Toni Sacconaghi: Epic's case against Apple will be a long, uphill slog (video)
According to analyst Toni Sacconaghi, Apple still underspends on innovation compared with Amazon, Google and Facebook. From a note to clients that landed on my desktop…
Read More Bernstein: Steve Jobs was R&D tightwad, Tim Cook less so
Watch CNBC put their "top" Apple analyst through the wringer. Again.
Read More Toni Sacconaghi: 'Shame on us for missing' Apple (video)
Bernstein's top Apple analyst made the case for the company acquiring DuckDuckGo on CNBC's The Exchange Friday: Google pays $8 billion a year and ultimately generates…
Read More Toni Sacconaghi on why Apple needs its own search engine (video)
Lower prices, increase font sizes, put heath apps forward and market them to seniors.
Read More Bernstein: How to sell 10 times more Apple Watches
From a note to clients Wednesday that landed on my desktop Friday.
Read More Apple: 'The worst is likely yet to come' says Bernstein's Toni Sacconaghi
Apple: The Bernstein Curse
6 years ago
6 years agoYou can't keep an Apple bear above water for long.
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