If this doesn't piss at least a 20% of you off, and scare the remaining 8% into reading the next installment, then I obviously haven't been doing my job. Alas, I'm pretty good at what I do!
How anyone can possibly do asset management business with the Goldmans, Morgan Stanleys or JP Morgans of the world is beyond me, and to even hint that they have analysis or performance on par with the independent shops is even worse than those "yo mamma" jokes from grade school!
Android is near 70% market share. At which point should one expect network effects to take over and push Android into the de facto mobile computing standard, much like Office is the standard for documents in the workplace?
Presented in the usual manner of challenging theENTIRE sell side of Wall Streetto offer analysis anywhere near as cogent, honest, straightforward, accurate, complete and credible. Or put more succinctly, the Goldman and Morgan Stanley clients can tell their advisers that Reggie Middleton advised them to kiss his As
