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MS
July 29th, the Federal Reserve announced the results of the CCAR process including the requested capital return actions for the big banks. Unsurprisingly to those that have been reading this newsletter, the results were very good and we have seen an influx of dramatic dividend increases and stock buybacks. Below I’ll outline a few of...
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These last few weeks have been marred by extremely significant volatility as we prepare for the Brexit vote on June 23rd. While most of the impact of any Brexit wouldn’t likely be felt for several years at the minimum, the uncertainty that more countries would leave the Eurozone could mean more volatility for the market...
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The basic tenets to value investing and margin of safety are the following: Every stock is a fractional share of an actual business. Every business or stock has an “intrinsic value.” The “intrinsic value” of a business generally changes at a much slower rate than the price of a publicly traded stock can change. Over...
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Here is Tim Travis’ research report on Morgan Stanley (MS) on Jul 19th 2013.   http://seekingalpha.com/article/1553332-bank-of-america-is-the-most-attractively-valued-large-u-s-bank
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Here is Tim Travis’ research report on Morgan Stanley (MS) on Apr 19th 2013.   http://seekingalpha.com/article/1355371-morgan-stanley-continues-to-progress-as-a-safer-and-better-capitalized-institution
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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-years
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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-takeout
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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-value
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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-values
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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...
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