The primary takeaway from Apple’s “Peek Performance” event held last month wasn’t found with any particular product. Instead, it was the sheer breadth of product unveilings that caught Neil’s attention. In episode 189, Neil discusses how a revised product strategy and doubling down on a...

While going through Apple’s recently-filed 10-K for FY2021, one number jumped out at me. It wasn’t the record iPhone sales, strong margins, or phenomenal free cash flow. Instead, it was the lack of cash spent on M&A. In episode 188, we discuss the key takeaway found with Apple spending just...