The last time we saw a slide deck from Cole Wilcox, of Longboard Asset Management, the firm was arguing that Tesla is the new Apple, and that the stock was headed up to $US200 a share.
Now the Longboard is out with a new “next Apple” to share with the market. It’s the old Apple, actually — Microsoft.
In its presentation, Longboard says that the current perception that Microsoft is, well, soft, is ignoring the success of Office 365, their #1 cloud business, and the potential earning power of Windows + Android hybrid devices.
Business Insider Emails & Alerts
Site highlights each day to your inbox.