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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks A / Apple (AAPL)
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Author: abromber   😊 😞
Number: of 94 
Subject: Re: Tim Cook is moving over...
Date: 04/22/26 8:32 AM
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Good story in today's WSJ on one immediate challenge facing Ternus: retaining top executive talent. Apple has a lot of terrific managers, and many have been waiting a while to move up. Like Greg Abel at BRK, Ternus is going to have to build his own team to take AAPL forward. Not everyone is going to stay.

"As Ternus assesses his management team, there’s a broader concern. Another wave of longstanding executives could retire around the same time, and he’ll have to find new ones.

“Ternus’ most significant challenge will be the same one faced by Cook: the transition beyond the generation of executives originally assembled by Steve Jobs,” Blevins said. “Ternus will face the formidable task of rebuilding and reshaping Apple’s executive bench at a time when expectations for performance, innovation and continuity remain exceptionally high.”

bloomberg.com - Apple CEO ternus confronts test of retaining company s top talent

Everyone agrees that changes are needed at AAPL, but they don't agree on what those changes should be. It will be interesting to see how it all shakes out. I am optimistic.

abromber
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Members reply directly to abromber here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 94 posts about Apple. The article-length ones it recommended most:
Apple Vision · 25 recs · 2023
The Apple Doesn't Fall Far From the Tree · 10 recs · 2026
Highlights from the Nov 2 earnings call · 4 recs · 2023
Kiss goodbye to $20b a year from Google? · 3 recs · 2024
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