Here is Tim Travis’ research report on Morgan Stanley (MS) on Jan 21st 2013.   http://seekingalpha.com/article/1123111-morgan-stanley-has-50-upside-within-3-yearsRead More

Here is Tim Travis’ research report on Morgan Stanley (MS) on July 20th 2012. http://seekingalpha.com/article/735031-morgan-stanley-is-it-time-for-a-takeoutRead More

Here is Tim Travis’ research report on Morgan Stanley (MS) on June 14th 2012.   http://seekingalpha.com/article/659441-morgan-stanley-exceptional-franchise-at-50-of-intrinsic-valueRead More

Here is Tim Travis’ research report on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS)  on June 6th 2012.   http://seekingalpha.com/article/639981-3-u-s-banks-with-divergence-of-business-and-stock-valuesRead More

For those who have followed us for some time, you know that we are big fans of Bruce Berkowitz and his investment style.  He is probably the guy we have the most in common with in terms of our stock selection process.  Last year was a tough year for him, but while investors in his...Read More

http://seekingalpha.com/article/735031-morgan-stanley-is-it-time-for-a-takeout?source=email_rt_article_readmore&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

This was an exceptional interview on Bloomberg with Morgan Stanley (MS) CEO James Gorman.  Gorman correctly understands the global nature of the financial industry and the benefits of scale necessary to compete on that global level.  It is extremely obvious that the sum of the parts of these banks are greater than the current market...Read More

http://seekingalpha.com/article/659441-morgan-stanley-exceptional-franchise-at-50-of-intrinsic-value INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

The sour grapes relating to the Facebook (FB) IPO continue in today’s WSJ as Morgan Stanley’s (MS) CEO James Gorman defends the firms handling of the process.  It is my opinion that the firm acted well within its duties and I would wager that if the stock had rallied rewarding speculators, the firm would be...Read More

In the story that never quits I found a very interesting quote in a Bloomberg article about Facebook (FB) CFO David Ebersman approach to pricing the IPO. “Ebersman’s aim was to maximize the company’s IPO proceeds and to cap the first-day increase at 10 percent, said the people, who asked not to be identified because...Read More