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What Wall Street Forgets About Apple's Threat to Pandora

Stocks in this article: P AAPL

NEW YORK ( TheStreet) -- Of all the stocks I follow, people -- investors as well as normal humans ( that's a joke!) -- misunderstand Pandora (P) most. More than Netflix (NFLX) even.

There might not be a company I have worked harder to get the inside track on than Pandora. I spend my own dimes -- and now some of TheStreet's -- to visit headquarters in Oakland and sit down with as many people from the company as I can. My terrestrial radio background gives me a unique perspective on Pandora's history, position and potential. Much of what you read from other sources -- I'm telling you this with a straight face -- is the result of very little effort to understand Pandora's position in traditional radio, Internet radio and, most importantly, the mobile advertising space.

Scroll through my article history. You can pick from a wide-ranging selection of pieces where I address the most common concerns and misconceptions people have about Pandora.

Most recently: Pandora Will Crash Then Head to $20 on Apple Radio.

For a grasp of the company's history, which helps make sense of its present success and bullish future, see my recent conversation with Co-Founder and Chief Strategy Officer Tim Westergren:

Looking forward, this Tweet sums up the biggest perceived threat to Pandora's future dominance:

And, yes, it dominates Internet radio today. It doesn't merely have a lead. It dominates. It hasn't mattered much who has entered the space. And we'll end up saying the same about most, if not all, future competition. Even Apple (AAPL).

Sure, Pandora's stock might crash on new Internet radio entrants. It already has, several times, on the Apple rumor. But this noise does nothing to prevent what have been incredibly predictable share price rebounds or derail the long-term narrative. You know where I stand, but, often it makes sense to bring in another voice.

I don't dig many Wall Street analysts, but Richard Tullo of Albert Fried knows the score on Pandora. Watch:

video platformvideo managementvideo solutionsvideo player

-- Written by Rocco Pendola in Santa Monica, Calif.

Rocco Pendola is TheStreet's Director of Social Media. Pendola's daily contributions to TheStreet frequently appear on CNBC and at various top online properties, such as Forbes.

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