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.


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