An analysis of non-iPhone cash flow

Many people think Apple is just the iPhone and nothing else matters. I recently wrote a Seeking Alpha blog post separating Apple into iPhone and non-iPhone segments. In my mind it shows Apple is currently undervalued.  What’s astonishing is that Google generates less operating cash flow than Apple’s non-iPhone segment, but due to growing fasterContinue reading “An analysis of non-iPhone cash flow”

What to expect from Apple next week

Next Tuesday Apple will be launching their new iPhone, the 6s. Predictions range all over the place, much of them based on hardware leaks. I think the hardware is well known but what will be interesting is the software that powers the hardware. Apple has rented a very large space, capable of seating 7,000 people.Continue reading “What to expect from Apple next week”