Hello everyone. The initial plan was to begin going over Big Tech CY3Q24 earnings. There are a few new ideas worth trying out to get caught up quickly and efficiently. While we will still do that, a few incoming questions from members late yesterday led me to change the schedule around. For the pa

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

16.11.2024

Above Avalon: Alphabet 3Q24 Earnings, Three Takeaways from Alphabet’s 3Q24 Numbers, Three Takeaways from Alphabet’s 3Q24 Earnings Call

Hello everyone. We are going to try something new with Big Tech 3Q24 earnings reviews. After going over a very big picture overview of what each company reported, we will then discuss three takeaways from the numbers (i.e. the earnings release) and then three takeaways from the earnings conference

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

19.11.2024

Above Avalon: Meta 3Q24 Earnings, Three Takeaways From Meta’s 3Q24 Numbers, Three Takeaways From Meta’s 3Q24 Earnings Calls

Hello everyone. We will continue our Big Tech CY3Q24 earnings reviews with Meta. We will first go over my big picture overview. The discussion will then turn to over my takeaways from the earnings release and earnings conference call(s). An Above Avalon membership is required to continue reading t

Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

21.11.2024

Above Avalon: Microsoft 3Q24 Earnings, Amazon 3Q24 Earnings

Hello everyone. In today’s update, we will go over Microsoft and Amazon earnings. We will modify our earnings review methodology a little bit to make it possible to cover both in the same update. An Above Avalon membership is required to continue reading this update. Members can read the full u

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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley

Technology

Above Avalon: Apple’s Capex-Light Business Model, Apple’s Excess Cash Position, Apple Buyback vs. Apple Dividends

Above Avalon: Alphabet 3Q24 Earnings, Three Takeaways from Alphabet’s 3Q24 Numbers, Three Takeaways from Alphabet’s 3Q24 Earnings Call

Above Avalon: Meta 3Q24 Earnings, Three Takeaways From Meta’s 3Q24 Numbers, Three Takeaways From Meta’s 3Q24 Earnings Calls

Above Avalon: Microsoft 3Q24 Earnings, Amazon 3Q24 Earnings

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Above Avalon - Apple Analysis. From Wall Street to Silicon Valley