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

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

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

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

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