Floating Point from Asymco

Asymco

What constitutes great analysis? Floating Point is a podcast that will take you through the process of analysis of Horace Dediu (@asymco), one of the world's most renowned technology and business analysts. We think you'll find it useful.

35 kr./mo or 659 kr./yr after trial

Episodes

  1. 24/01/2022 • ASYMCO U ONLY

    Forecasting

    Horace on avoiding myopia and how a company’s culture reveals patterns.

    38 min

  2. 27/10/2021 • ASYMCO U ONLY

    The Balance Sheet

    Find out what makes Horace a little nervous as he and Judd pop open the bonnet and poke around Apple’s balance sheet, trying to properly delineate between fiction, fact, and dreams. Link to AAPL Q3 2021 Balance Sheet: https://s2.q4cdn.com/470004039/files/doc_financials/2021/q3/FY21_Q3_Consolidated_Financial_Statements.pdf www.asymco.com

    49 min

  3. 14/10/2021 • ASYMCO U ONLY

    The Income Statement

    Horace breaks down AAPL's most recent Condensed Consolidated Statement of Operations (Unaudited) to shine a light on contingencies and breaking the laws of nature. www.asymco.com Income Statement: https://bit.ly/3vdXj1X

    55 min

  4. 10/10/2021 • ASYMCO U ONLY

    Preparation

    Using Apple’s Quarterly calls as an example of how Horace prepares his analysis, he reminds us to also try to assess the feelings, intentions and sentiments of the people whose work is the foundation of the delicious sausage we digest every quarter. Links to material referenced in the episode: https://investor.apple.com/investor-relations/default.aspx https://www.apple.com/newsroom/2021/07/apple-reports-third-quarter-results/ www.asymco.com

    34 min

  5. 27/08/2021 • ASYMCO U ONLY

    Welcome to Floating Point

    Hello and thanks for subscribing to the Asymco Channel! In addition to Asymetric and Ex Machina, which you can find on their own feeds, we are pleased to share Floating Point with you here. We think you'll find it useful.

    2 min
  • 5 Episodes

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About

What constitutes great analysis? Floating Point is a podcast that will take you through the process of analysis of Horace Dediu (@asymco), one of the world's most renowned technology and business analysts. We think you'll find it useful.

Information

  • Channel
    Asymco
  • Creator
    Horace Dediu & Judd Rubin
  • Years Active
    2021 - 2022
  • Episodes
    5
  • Copyright
    ©Asymco Media
  • Show Website
    Floating Point from Asymco
  • Provider

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