Thoughts from a couple of days on the road: People want…Investments not a Trade….So…here goes.

I have just spent a couple of days out and about talking to PM’s and the uniformity of the conversations was striking. After opening with the normal back and forth of the Hardware V Software discussion and the state of Models, IPO prospects etc…..what everybody wanted was ideas. Thats no change….PM’s always want ideas….but what...

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