Nikada
Six months ago, I called Morgan Stanley (NYSE:MS) a Buy, mostly because their wealth management engine was quietly keeping the whole operation steady while everyone else on Wall Street was getting tossed around by rate hikes and
Morgan Stanley's Winning Formula: Cost Cuts, Big Asset Flows, And Asymmetric Upside
Summary
- Wealth management and asset flows keep growing steadily, despite market volatility.
- Cost discipline and a strong capital position boost earnings and flexibility.
- The market still undervalues Morgan Stanley’s new business mix.
- Regulatory easing could unlock bigger buybacks and higher dividends.
With over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I follow the numbers and the business underneath.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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