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  1. Lynch: The Bigger Threat to Facebook

    Given Facebook's strong network effect and high switching costs, its direct rivals are a smaller concern than something completely different that might divert users' attention away from social networks, say Morgan Stanley manager Dennis Lynch. Plus: Why Lynch lowered his Apple stake.

  2. The Friday Five

    Investors fret over Apple and emerging markets, the Fed continues its exit, and Facebook shares get over-liked.

  3. Danoff, Davis, Lynch: Stock-Picking Ahead of the Crowd

    The past Morningstar Manager of the Year winners favor credit card firms, split views on Facebook, address China's importance, extol executives' foresight for future growth and disruption, and much more in this panel presentation at the Morningstar Investment Conference.

  4. Measuring Moats in Social Media

    Twitter, Facebook, LinkedIn, and Google each have moats, but there are some interesting distinctions among their competitive advantages.

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