Morgan Stanley’s Scott Devitt climbs from runner-up back to third place. “We focus our time on trying to find businesses that can disrupt the status quo,” the analyst says. “We look for good management, quality revenue streams, customer-centric culture and big markets.” Devitt is positive on the sector overall. His coverage spans 24 names, and current favorites include LinkedIn Corp., a Mountain View, California–based professional networking services provider; and entertainment retailer Netflix of Los Gatos, California. “I like Scott’s deep-dive reports of important business segments of a company,” one money manager reports, “to bring a top-down and bottom-up approach to understanding the long-term opportunity.” — Pam Baker |
LinkedIn Corp Pam Baker Scott Devitt California Los Gatos
