Apple Investor Event 2023
A day-long State of the Apple Union seminar led by Horace Dediu. A review of Apple's business, prospects and products from a shareholder's point of view. A limited number of guests will be hosted in an intimate setting allowing for meaningful interaction.
Program:
| Time | Section | Presentation |
|---|---|---|
| 9:00 AM | Welcome, Coffee, Donuts | |
| 9:30 AM | of Geese, Eggs and Gold | |
| 10:00 AM | The Eggs | Hardware is hard |
| 10:30 AM | On A Silver Platter | |
| 11:00 AM | Fashion (Financial) Statement | |
| 11:30 AM | Break | |
| 12:00 PM | The Gold | Prices and Margins |
| 12:30 PM | The Growth Scorecard | |
| 1:00 PM | Lunch | |
| 1:30 PM | The Goose | Cash is King |
| 2:00 PM | Remember FAANG? | |
| 2:30 PM | The P in RPV | |
| 3:00 PM | Break | |
| 3:30 PM | The Killing | An Analysis of Analysts |
| 4:00 PM | The Random Walk | |
| 4:30 PM | ||
| 5:00 PM | Networking/Field Trip | |
| 5:30 PM | ||
| 6:00 PM | ||
| 6:30 PM | ||
| 7:00 PM | ||
| 7:30 PM | ||
| 8:00 PM | Dinner | |
| 8:30 PM | ||
| 9:00 PM |