The following video is part of our "Motley Fool Conversations" series, in which analyst Bryan Hinmon and analyst Charly Travers discuss topics across the investing world.

A Wall Street analyst made waves recently by downgrading Apple's stock, fearing that subsidies for its iPhone will be going away. Without a subsidy, will customers be willing to pay the premium price for a new iPhone? Bryan and Charly discuss how history and the entrenched telecom business model impact the likelihood of vanishing subsidies.

The emergence of mobile computing isn't a new story, but there's still plenty of opportunity for savvy investors to cash in on this once-in-a-lifetime trend. We already know many of the largest players well, but some of the best ways to play this shift are still under the radar. To expose our readers to these companies, the Fool recently wrote a free report detailing three unknown ways to play the mobile revolution. We made it absolutely free to our readers as well, so click here to access: "3 Hidden Winners of the iPhone, iPad, and Android Revolution." The report is free today but won't be forever, so check out your copy today by clicking here. Enjoy, and Fool on!

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.