@AAPLTree When people who control vast amounts of investment capital do not deeply understand a business model it is: 








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Replying to @BrianRoemmele
@BrianRoemmele you mean pre-IPO investor class? I mean educating consumers/merchants sounds "relatively easy"2 replies 0 retweets 1 like -
Replying to @BrianRoemmele
@BrianRoemmele@AAPLTree Major challenge is how that analysis influences expectations which in turn influences CEO priorities.1 reply 0 retweets 2 likes -
Replying to @djbressler
@djbressler@AAPLTree David, on target sir! When the foundations of this cycle is faulty there is danger ahead.2 replies 0 retweets 0 likes -
Replying to @BrianRoemmele
@BrianRoemmele@AAPLTree BTW, I think burden falls on company marketing to educate.1 reply 0 retweets 1 like -
Replying to @djbressler
@djbressler@AAPLTree David, agreed. There is a huge gulf of cultural differences between Sand Hill Road and Wall Street it starts there.1 reply 0 retweets 0 likes -
Replying to @BrianRoemmele
@BrianRoemmele@AAPLTree SHR has context that WS doesn't (in the same way). Eg I knew Android wouldn't match TouchID. WS probably didn't.2 replies 0 retweets 1 like -
Replying to @djbressler
@djbressler@AAPLTree David, exactly! To be sure in the dozens of calls I have had these are really smart folks. Payments are hard to get.1 reply 0 retweets 0 likes -
Replying to @BrianRoemmele
@BrianRoemmele@AAPLTree this is what "tech" doesn't get. Smart people may not have the same experience, but still smart.1 reply 0 retweets 1 like
@djbressler @AAPLTree David, Exactly. In a conference call with Hedge Fund managers, I said I coded and soldered regularly, they were lost.
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