[importednoob]

How the hell did this make it to the front-page of HackerNews?

TLDR; (Last paragraph of the article) "So my feeling is that Google is playing the long game in mobile while Apple is missing the cloud piece and Samsung is just a hardware player at this point. And the stock market understands that."

Really...

[sac2171]

What part of that seems crazy to you? It seems pretty clear, concise and true to me...

[ewbuoi]

It all seemed reasonable enough to me, except for the fact that after talking about long-term thinking so much he posted a graph of a 24 month period, and for more than half of that Google and Apple were very close in value, contradicting what he said.

[fredwilson]

look at the last six months of the chart