Above Avalon Episode 124: Doubling the Buyback
Changes to Apple's capital return program.
Audio is streamed directly from the publisher (static1.squarespace.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In Episode 124, Neil discusses how Apple's capital allocation goals will require the company to double the pace of share buyback from current levels. The episode begins by going over the various updates Apple has pushed through to its share buyback and cash dividends. Attention then turns to Apple's excess cash position, which plays a key role in any discussion involving capital return. The episode concludes with Neil going over one possible path Apple can follow to reach an optimal capital strategy in a timely manner. Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates. To subscribe, visit AboveAvalon.com/membership.
Links:
Making the Case for Doubling Apple's Share Buyback Pace (weekly article)
The End to Apple's Cash Dilemma (weekly article)
Above Avalon Episode 59: Apple Dividends (podcast)
My 2Q18 Apple earnings preview (available exclusively to Above Avalon subscribers)
Become an Above Avalon subscriber
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (124 episodes) is available here.
Follow:
Neil Cybart (host/producer)