Tim Travis'  Instablog

Tim Travis
Send Message
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
  • Gorman Says Wall Street Firms Don't Need To Be Broken Up-Bloomberg 0 comments
    Jun 27, 2012 12:53 PM | about stocks: MS

    This was an exceptional interview on Bloomberg with Morgan Stanley (NYSE: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 caps, but that is likely to be a temporary phenomenon which will be arbitraged away by dividends and stock buybacks. The most important thing is for the banks to execute in their businesses and grow profits, through cutting expenses, and eventually revenue growth.


    Disclosure: I am long MS.

    Stocks: MS
Back To Tim Travis' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


More »

Latest Comments

Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.