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 $200 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.
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Longboard Asset Management
Want to see Longboard's Tesla thesis?
REUTERS/Kai Pfaffenbach
An Investment Firm Said Tesla Is The Next Apple, And It's Going To $200/Share>
Read more: http://www.businessinsider.com/longboard-microsoft-slide-deck-2013-10?op=1#ixzz2iAWaESAM
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