Above Avalon Episode 48: The Two Apples




Above Avalon show

Summary: There are two Apples: AAPL, the stock, and Apple, the company. In this episode, we discuss the difference between the two Apples. What are the parameters guiding Wall Street's view of AAPL in comparison to Apple management's long-term goals for the company? We discuss AAPL's remarkable underperformance in 2015 and why Apple, the company, had a much more successful year. We conclude with one way Apple management can take this divide between Wall Street and Silicon Valley and use it to their advantage. More information on Above Avalon memberships can be found at AboveAvalon.com.