Fred Wilson also has the $$ to show for stating and investing in the obvious...
Sure, as I said, it works well for him.
I don't get it? Are you being derogatory here? If he is investing in the obvious and it's working so well either others find it not so obvious or maybe it only looks so obvious after the fact.
No, not at all intended as a slight against FW. Rather, against most everyone else. The majority of investors and columnists are surprisingly clueless, but as FW actually knows what he is doing, he is heralded as being especially savvy.
You should read some Daringfireball, or like-minded blogs. Much as common sense isn't all that common, the obvious is also not that obvious.