I was looking at the http://masschallenge.org/ office space where they use ideapaint. They paint is very glossy with a bad glare from over head lighting. I couldn't see what was written on the ideapaint from the glare. It would probably be great with some softer overhead lighting.
Isn't this just random noise? Just because your portfolio is doing better doesn't mean you know how to pick winners. It just means you're better at rolling dice.