This article describes equity gains and losses for the Fab Five and Telco Top Five stocks.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (December 2)
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Apple iPhone 14 Availability as of Nov 27
This article analyzes the iPhone 14 Pro Max and iPhone 14 Pro backlog.
Apple iPhone 14 Availability as of October 16
This post shows the backlog levels for the iPhone 14 Pro and iPhone 14 Pro Max as of October 16 for Verizon, AT&T, and T-Mobile.
Apple iPhone 14 Availability as of October 9
This post outlines changes to iPhone 14 Pro and iPhone 14 Pro Max availability over the last week.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
Apple iPhone 14 Availability as of Sept 25
This article is the inaugural report of iPhone 14 Pro and iPhone 14 Pro Max availability.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (September 9)
This post has some market commentary that impacted market valued of the Fab Five and the Telco Top Five for the week ending September 9, 2022
How a Recession Brings Out the Best in Telecom and Tech
This article looks at 10 companies that emerged after the previous recession
How Will Apple Grow?
This article focuses on Apple’s need to grow revenues and the possible potential impact this could have on the telecommunications industry. The WWDC announcements are used from June 2022 as possible examples of growth sources.
Alaska Edition – Market Commentary
This is an abbreviated Brief sent from Alaska