NEW YORK (TheStreet) -- When I highlighted BlackBerry's (BBRY - Get Report) improving fundamentals yesterday in "BlackBerry Financials Continue to Improve; Shorts Run for Cover," I focused on Asia-Pacific handset sales and several key numbers I found material in the company's earnings release.
I didn't dedicate enough time on the man who is leading the ship out of the fog: CEO John Chen.
It's old news that BlackBerry was king of smartphones before Apple's (AAPL) iPhone and Google's (GOOG) Android-based devices hobbled the company. As an investor considering the bull thesis, understanding why Apple, Google, Samsung (SSNLF), and others displaced BlackBerry is paramount to fully appreciate BlackBerry's potential.
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