Raffy Jacobs Profile picture
Feb 17, 2020 25 tweets 3 min read
Assumptions: The following DCF model is predicated on a few assumptions regarding the margins of these businesses and the resulting free cash flow they should produce.

$AAPL 1) Gross Margins for the segment (iPhone, Mac, and iPad) as a whole rest at 32% throughout the 10 year period of the following DCF model, and operating expenses rest at 13% throughout the same period of time.
$AAPL
Feb 17, 2020 25 tweets 3 min read
Apple Supplier Rumor: An Awesome Short Entry Point

$AAPL Summary

Apple investors expect to see the company's primary supplier facilities in China reopened in February.

$AAPL