Episode 123 takes a closer look at Apple's capital allocation story on Wall Street. After discussing why narratives are so important on Wall Street, Neil goes over the core tenets of a capital allocation story and how the narrative does a good job of describing Apple's design-led culture. Neil then goes over a number of implications found with Apple possessing a capital allocation narrative on Wall Street. The episode concludes with a discussion regarding Apple's valuation trends relative to the market. Receive Neil's analysis and perspective on Apple throughout the week via exclusive daily updates. To subscribe, visit AboveAvalon.com/membership.   

Links:

Above Avalon Episode 102: Apple Cash Influence (podcast)

Apple Found a Wall Street Narrative (Above Avalon weekly article)

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The complete Above Avalon Podcast episode archive (123 episodes) is available here.

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