|
Post by CdnPhoto on Jan 24, 2024 3:56:41 GMT -8
|
|
|
Post by CdnPhoto on Jan 24, 2024 5:02:21 GMT -8
|
|
ono
Member
compensation
Posts: 537
|
Post by ono on Jan 24, 2024 8:12:36 GMT -8
I likely posted about this student analysis of Apple back in 2018. I thought it was well done; yet not predictive. I don't get research reports, and this isn't likely interesting to those that do. I had a reason to check back to provide an example of a case-study to someone. Here is their latest. (Saving it and opening as a PDF is helpful for viewing full page size vs. web page.) "This report was created by students enrolled in the Applied Equity Valuation class at the University of Iowa. The report was originally created to offer an internal investment recommendation for the University of Iowa Krause Fund and its advisory board. The report also provides potential employers and other interested parties with an example of the students’ skills, knowledge and abilities"
students.tippie.uiowa.edu/sites/students.tippie.uiowa.edu/files/2023-04/s23_AAPL.pdf
|
|
4aapl
Moderator
Posts: 3,634
|
Post by 4aapl on Jan 24, 2024 8:24:15 GMT -8
NFLX had their earnings call last night. Looks like their subscriber numbers are really doing well. Up 10.35% in premarket. That brings up a good question for the group. What streaming platforms do you have, and what do you use? Is it tough to find something good? And is it any different for movies vs shows? We've had Disney+ for a few years, first watching somewhat current movies, then old stuff, then Marvell. The kids have finally stopped finding things on it. We had AppleTV+ for a bit. At the time things were limited but there were some good things. We've had Prime at times. Lately especially it seems like it is hard to find anything we want to watch. There's lots of movies, but of the ones we haven't seen, a quick cross reference over to IMDB often has them not being too good. Over time, I've decided a floor of a 6 rating there works well. And then we have access to Netflix, through a relative. I've been expecting this to drop off at any moment, but they must be paying for the higher level to give more access. We've had the most success finding something to watch here, especially with movies. But there's been some good TV shows too. Of course I can't think of any right now. We don't watch too much TV normally, but in the last week+ we watched parts of a few football games (gearing up to the Super Bowl...broadcast TV with an antenna), the more current Hunger Games (streamed), the original Hunger Games, and I'm watching Spies of Warsaw. The last 2 are on DVD from our library. They have a great selection, and for anything other than new releases I can often get it to our local library branch within 5 days, but you just have to plan ahead. So with our current experience, if we only had one streaming subscription it would be Netflix. But maybe that's just because we have used it less, and so there is more that we are interesting in that we haven't seen. What one(s) do you like? And what about movies vs shows/mini-series? It seems like there is a lot more good non-movies these days, and maybe that is the way to go in general even if it doesn't work so well to sit down on a Friday night to watch with a bigger group.
|
|
aapl
fire starter
Posts: 179
Member is Online
|
Post by aapl on Jan 24, 2024 8:51:30 GMT -8
NFLX had their earnings call last night. Looks like their subscriber numbers are really doing well. Up 10.35% in premarket. That brings up a good question for the group. What streaming platforms do you have, and what do you use? (snip) Spectrum TV's choice package into a TiVo (we get to pick 16 channels, plus the 5 basic/major networks.) Wife has a few prime time series, mine are live sports. Tivo allows us to skip past commercials. Netflix - wife AppleTV via AppleOne bundle - me YouTube - me on Mac with Vinegar ad blocker and on iPad.
|
|
ems
Member
Posts: 97
|
Post by ems on Jan 24, 2024 9:56:08 GMT -8
Apple tv via Apple one bundle, but lately it’s been being a pain in the ass… have an older i7 Mac mini as a tv PC, and use appletv through that via safari, but recently safari hasn’t been working for appletv, since it’s an older version os and safari. Annoying, since it used to work fine so Apple clearly changed some setting to prevent it. As a result I just pirate whatever I would have watched in Apple tv.
Have prime but rarely bother using it for video. Kids use YouTube a lot in a browser with AdGuard blocker.
For most stuff it’s thepiratebay or yts.mx. Just easier and with less nonsense to torrent it even though I have those subscriptions.
|
|
aapl
fire starter
Posts: 179
Member is Online
|
Post by aapl on Jan 24, 2024 10:05:30 GMT -8
Apple tv via Apple one bundle, but lately it’s been being a pain in the ass… have an older i7 Mac mini as a tv PC, and use appletv through that via safari, but recently safari hasn’t been working for appletv, since it’s an older version os and safari. Annoying, since it used to work fine so Apple clearly changed some setting to prevent it. As a result I just pirate whatever I would have watched in Apple tv. Have prime but rarely bother using it for video. Kids use YouTube a lot in a browser with AdGuard blocker. For most stuff it’s thepiratebay or yts.mx. Just easier and with less nonsense to torrent it even though I have those subscriptions. have you tried the AppleTV app called TV? or is it not offered for your mac mini?
|
|
4aapl
Moderator
Posts: 3,634
|
Post by 4aapl on Jan 24, 2024 10:29:04 GMT -8
YouTube - me on Mac with Vinegar ad blocker and on iPad. I forget that one. Adding up the time, it can be a huge portion of video watching. Let's see, yesterday I watched videos on how to fix the speedometer on my old 4runner, how to fix the dash or redo other interior stuff (we don't even have leather seats in a car, but it was amazing what they did for an old leather seat in a mercedes), and then Matt's Off Road Recovery pulling a Tacoma up a hillside in NM. Time flies, especially when stacking up short ones, and I quickly understand the annoying tendency of my kids to keep skipping through a video. So far we never watch youtube on the TV, even with a Mac Mini connected to it. I guess that's the thing, that you're expecting to just watch something for a couple minutes, whether as a distraction or for information. On the information hunting side, the "how do you do it" type thing, quality, speed, and info can vary so much. While I sometimes like the "real time" speed of some Mac or iPhone repair videos, when just trying to get to the info it is freaking annoying to have someone spending 3 minutes just gathering the tools...especially when all it was was a phillips and flathead screwdriver, and a size 10 socket. What the heck! I try to give a thumbs up to any video I watch and gain info, but that one didn't get one. I still think youtube is going to have to work on thinning down the selections, giving a star rating filtering or something. And they have the room to do that while also making a profit, letting people use that feature if they pay, or if they rate at least a certain number of videos per month. In a way that is the problem that all of these streaming services have, but especially the ones with lots of old or random stuff. It's one thing to fill the shelves with a bunch of stuff, but if most of it is junk is it really worth it to anyone? That keeps it cheap, since a bunch of stuff that no one has ever wanted to watch again since the 80's must be incredibly cheap to add to a streaming platform. But is that what people want? It's one thing to pick the best show currently playing out of 5-10 channels, but to be able to pick anything out of 5k+ choices? I guess I have put too much hope on Prime, thinking that maybe they could do it better than Netflix. But instead their search and suggestion options seem limited, and it still seems the best option is to use a non-TV interface to search through prime and find things, but the turnover is so high that it doesn't do much good to make a long list. Sounds like it is time for me to check out AppleTV+ again, and maybe watch some youtube videos on the big screen. I just got audio input from the TV working, after my son set up the new stereo 3 months ago (he had set some hard to find optical digital option, instead of analog, plus there was another selection to do on the remote instead of it just working automatically). Sometimes there is nice feeling when you figure out how to make something complex work. Other times you just curse that the dang thing was that complex in the first place. I'd say the Apple way is best, making things automagically easy. But some of the Apple Watch settings and data, spread between the Watch and the iPhone, is just as complex. Like I wrote a couple weeks ago, the "Minnesota nice" of "Hmmm, I never would have thought to do it that way" seems fitting at times.
|
|
|
Post by duckpins on Jan 24, 2024 10:54:51 GMT -8
Our sister stock Berkshire is at an all time high.
|
|
|
Post by aaplcrazie on Jan 24, 2024 11:06:45 GMT -8
Apple tv via Apple one bundle, but lately it’s been being a pain in the ass… have an older i7 Mac mini as a tv PC, and use appletv through that via safari, but recently safari hasn’t been working for appletv, since it’s an older version os and safari. Annoying, since it used to work fine so Apple clearly changed some setting to prevent it. As a result I just pirate whatever I would have watched in Apple tv. Have prime but rarely bother using it for video. Kids use YouTube a lot in a browser with AdGuard blocker. For most stuff it’s thepiratebay or yts.mx. Just easier and with less nonsense to torrent it even though I have those subscriptions. Hi ems, I've been having the same kind of issue, my Daily Driver is an 2013 Mac Pro with an 27" Thunderbolt Display running Mojave (various reasons including occasional Aperture usage and 32. Bit Apps. What i find is whatever Show am watching usually quits playing with 10-15 min left. Despite countless calls to Support no and one seems interested in diagnosing the issue because "am on an older Operating System. The one clue I picked up on reading a forum post is that it most likley has to do with the Monitor failing a "secure enclave" check or whatever the correct nomenclature is for securing TV Content. If i pick up an iPad i can immediately continue watching the same Show on the smaller screen. I have installed Big Sur on a Partion I could try there and see if any difference.
|
|
ems
Member
Posts: 97
|
Post by ems on Jan 24, 2024 11:58:52 GMT -8
Good thought. Will see if I can find a version of that that works. Appletv Mac app that is.
|
|
|
Post by plcm123 on Jan 24, 2024 15:36:56 GMT -8
I’m wondering if the analysts are forgetting thhe fact that Apple is currently selling the Vision Pro only in US. The international market expansion have not even started.
|
|
|
Post by CdnPhoto on Jan 24, 2024 16:24:31 GMT -8
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,429
|
Post by chinacat on Jan 24, 2024 16:36:47 GMT -8
Netflix is our only current streaming service; we have had it for years. Usage varies, somewhat dependent upon what else is currently of interest on the broadcast channels. I am a typical Boston sports fan, so the Red Sox/Patriots/Celtics schedules fill up a good part of my viewing time; the Orr/Esposito versions of Bruins games got attention in the golden years, but I am not as rabid a hockey fan as I used to be.
|
|
4aapl
Moderator
Posts: 3,634
|
Post by 4aapl on Jan 25, 2024 21:12:58 GMT -8
I likely posted about this student analysis of Apple back in 2018. I thought it was well done; yet not predictive. I don't get research reports, and this isn't likely interesting to those that do. I had a reason to check back to provide an example of a case-study to someone. Here is their latest. (Saving it and opening as a PDF is helpful for viewing full page size vs. web page.) "This report was created by students enrolled in the Applied Equity Valuation class at the University of Iowa. The report was originally created to offer an internal investment recommendation for the University of Iowa Krause Fund and its advisory board. The report also provides potential employers and other interested parties with an example of the students’ skills, knowledge and abilities"
students.tippie.uiowa.edu/sites/students.tippie.uiowa.edu/files/2023-04/s23_AAPL.pdfI looked a bit at it. It is long, and so I was just jumping around a bit. I did like the SWOT (Strengths, Weaknesses, Opportunities, Threats) section, not so much due to the actual content, but from the idea of getting other people's views. I won't post all of that section, but this was the weaknesses section, which is a lot different than I would have put: There were some mistakes or oddities that I saw in some of the places I glanced, like the wrong units used in WACC section (leading to a 2,634.01 million market cap), Taiwan not being part of China (to most of the world), and some likely huge inaccuracies (dividends, iPhones, etc) when trying to make predictions up to 10 years in the future (One of the 3 valuation models stated "A major assumption we made was that Apple will continue to increase dividends by $0.05 each year. By discounting these dividends back to present value using the cost of equity, as well as the future stock price, we arrived at our implied share price of $143.") That said, we probably had similar problems in our senior Plant Design projects, both from lack of time and lack of real world experience. I still maintain that the slide I added but the professors paned, that was basically mentioning other ideas in the area that we hadn't had time to look at in depth, was something that would be helpful in the real world to help prevent being blind sided. I guess I was worried about that sort of thing back then too. Nice to see some outside views. Thanks for sharing the link!
|
|
mark
fire starter
Posts: 1,552
|
Post by mark on Jan 28, 2024 14:20:59 GMT -8
We have Netflix, Amazon Prime Video, Apple TV+, and Peacock premium. By far, Netflix is used the most out of all of them. Apple TV+ is hardly used, I watched Foundation, and a few episodes of Ted Lasso, and Severance, and I'm in middle of Lessons in Chemistry right now. I think I watched one or two things on Peacock so far - the new Monk movie and some other random Christmas movie.
|
|
4aapl
Moderator
Posts: 3,634
|
Post by 4aapl on Jan 30, 2024 11:19:33 GMT -8
We signed up for a trial of FUBO this weekend, to watch the 2nd half of the niners game. After the trial it was going to be $100 a month, and I added in stars/showtime and something else, adding in another 15 or 30, thinking we could at least watch a movie that night, and maybe I'd watch a couple episodes of Billions.
The football game went ok, but was blurry at times, and my wife said the coloring looked like an old game rather than how vivid most are. We had just watched the OTA Chief's game on CBS, and streamed 15 minutes from Fox.
But looking through movies, we didn't see anything. Instead my daughters watched an episode of Suits off of Netflix.
Last night, before canceling the trial, I wanted to at least see what episodes of Billions I hadn't seen, even if I was too tired to watch a full show. I couldn't get it to work off of the mac mini, getting some sort of error when trying a few different episodes. I didn't have the time or interest in rebooting, or seeing if any other shows or movies worked, on Showtime or other things. If they are charging over $100 a month, I expect it to just work.
We're still in that timeframe where there are a lot of options out there. It seems like good quality wide libraries will do well, as will niche but fresh material (say FUBO, focusing on soccer or other sports). But the crowd should thin out, and there should be more mergers or partnerships. Some things just don't have the depth to keep interest when there isn't new material. But there are also a lot of differing preferences in shows or movies (the Hallmark channel was talking about more than 1 new movie a day for the Thanksgiving to Xmas stretch this year), so there might be room for non-mainstream choices too.
But to us, this trial just didn't work out, even if I had no interest in paying over $100 a month in the first place. There were still commercials, just like the OTA game we watched. Versus it is nice to get used to watching TV shows without commercials, finding some value in that non-interrupted viewing that also goes a lot quicker. Time and money.
|
|