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    Sun, 29 Jun 2014

    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.

  2. Lynch: The Bigger Threat to Facebook

    Thu, 19 Jun 2014

    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.

  3. BBH's Core Focus on Google

    Wed, 29 May 2013

    By homing in on Google's core revenue-generating operations, BBH manager Tim Hartch sees a value proposition in the online firm, with Google's other investments being gravy.

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