1 deck published between 2014-05-05 and 2014-05-05 — 66 pages, 66 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
athenahealth is the poster child of the cloud 'bubble basket' — strip Morgan Stanley's fantasy margin and revenue-per-doctor assumptions and the stock falls 80%+ toward a $50 adjusted DCF.