5 episodes
Floating Point from Asymco Asymco
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- Business
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.
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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 -
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 -
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 -
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.