Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Apple, Microsoft and Palo Alto Networks are Daniel Ives tech stocks to own – Smaller tech players with less stable business models and unproven moats will struggle mightily. From a note to Wedbush clients that landed on my desktop Sunday: Smaller tech players with less stable business models and unproven moats will struggle mightily over the coming quarters and multiples will continue to compress …
