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Analyst: Now that the Apple panic is over...Daniel Ives panic metaphor7 years ago
Published February 16, 2018 by Philip Elmer-DeWitt

Analyst: Now that the Apple panic is over...

No one on the Apple beat mixes metaphors quite like Daniel Ives.

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Apple giants: Who bought last quarter, who soldapple giants7 years ago
Published February 16, 2018 by Philip Elmer-DeWitt

Apple giants: Who bought last quarter, who sold

Fidelity dumped tens of millions of Apple shares last quarter. Warren Buffett's Berkshire Hathaway gobbled up even more.

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Morgan Stanley: This is what took some of the air out of the Apple supercyclesupercycle deflated7 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Morgan Stanley: This is what took some of the air out of the Apple supercycle

From a note to clients by analyst Katy Huberty.

Read More Morgan Stanley: This is what took some of the air out of the Apple supercycle

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Apple represents 15% of Warren Buffett's portfoliowarren buffett selling apple7 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Apple represents 15% of Warren Buffett's portfolio

Fun facts from the latest SEC filings.

Read More Apple represents 15% of Warren Buffett's portfolio

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Analyst: Why Apple doesn't need Disneylegacy media companies hollywood horror story7 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Analyst: Why Apple doesn't need Disney

From Hollywood Horror Story: Invasion of the Tech Giants by BTIG's Richard Greenfield.

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Watching Apple bounce higher than the Dowapple bounces dow7 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Watching Apple bounce higher than the Dow

Buffett effect? Safe Haven thesis? The old Apple sllngshot?

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Analyst: Apple's next big growth biz is 'Other products'apple airpods homepods Cybart7 years ago
Published February 15, 2018 by Philip Elmer-DeWitt

Analyst: Apple's next big growth biz is 'Other products'

I don't expect the buy side to buy it. They still think Apple is phone company.

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CNBC peppers Apple analyst with dumb questions (video)Will Power Baird Squawk Box7 years ago
Published February 14, 2018 by Philip Elmer-DeWitt

CNBC peppers Apple analyst with dumb questions (video)

When will Apple hit $1 trillion? What's the hot next thing? What if they buy Time Warner? CBS/Viacom? Disney?

Read More CNBC peppers Apple analyst with dumb questions (video)

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Best account of the 2018 Apple Shareholder Meetingshareholders meeting 20187 years ago
Published February 14, 2018 by Philip Elmer-DeWitt

Best account of the 2018 Apple Shareholder Meeting

From the tweets of CNET's Shara Tibken.

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No 'special dividend' Tim Cook tells Apple shareholdersapple iphone event 11-12-237 years ago
Published February 13, 2018 by Philip Elmer-DeWitt

No 'special dividend' Tim Cook tells Apple shareholders

That's one cash return fantasy shot down.

Read More No 'special dividend' Tim Cook tells Apple shareholders

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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 ($)
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