While preparing for the 2023 Apple Investor Event, I looked at my presentations from the last such event. This was called the Apple Summit NYC and took place in August 2018, about 5 years ago.
We will review these graphs at the next event but I would like to post them here to get the conversation started. Keep in mind that the conversation at the time was very much oriented around whether Apple’s growth could continue.
The cash and cash equivalents showing generated cash had just topped $400 billion.
Apple was still providing guidance and their accuracy with those estimates was reviewed. Also, the growth and cyclicality due product launches and major upgrades.
Share price and EPS multiples.
Can you, off the top of your head, visualize these graphs today?
Join us at the Boston event to look back so we can look forward.
| Start | End | Activity |
|---|---|---|
| 9:00 | 10:00 | Welcome, Coffee, Donuts |
| 10:00 | 11:00 | Product & Services Review |
| 11:00 | 12:00 | Valuation Review (State of the Golden Goose) |
| 12:00 | 12:30 | Lunch (on-site) |
| 12:30 | 13:00 | Growth Potential (new products, services and business models) |
| 13:00 | 14:00 | Limitations (Saying No) |
| 14:00 | 15:00 | Externalities (Audience Participation) |
| 15:00 | 16:00 | How to Analyze Apple |
| 16:00 | 20:00 | Networking and Field Trip |
| 20:00 | 22:00 | Dinner |
Discover more from Asymco
Subscribe to get the latest posts sent to your email.