Ehud Gelblum Morgan Stanley
The buy side says: “Ehud often comes up with interesting analyses based on what at first glance appear to be uninteresting, dead-end data from companies.”
Ehud Gelblum lands on top for a fifth consecutive year; the Morgan Stanley analyst is also No. 1 in Telecom Equipment/Wireless, for a fourth year running. Gelblum, 41, initiated coverage on Cisco Systems in late March with a neutral rating, at $26.51, warning investors that demand would continue to decline for the San Jose, California–based maker of modems, routers and other networking devices. He was right. The stock had slumped to $19.99 by the end of August, falling 24.6 percent as the sector gained 2.1 percent. Gelblum “digs deeper than his peers to deliver unique insights,” marvels one buy-side admirer, who adds, “He also has a great sense of humor — there are not enough guys like Ehud in our business.”
