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Sellside Research

Morgan Stanley’s Key Investment Themes

Source:Morgan Stanley
theme

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Excerpts

Akash Prakash on Profit Persistence

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Links

Linkfest: October 21,2016

Some stuff I am reading today morning:

3.2 Million Debit Cards compromised (ET)

These charts explain how GST affects you (BS)

Retail Boom is Back (Outlook)

How a SEBI crackdown led to declaration of 5000 Crores illegal income (Mint)

Standard Chartered moving past India woes (Bloomberg)

Renault is giving Maruti tough competition (OB)

The Maturation of an Investor (MicroCap Club)

Here’s why technical analysis gets a bad rap (II)

Private Equity has an alpha problem (Dealbreaker)

The numbers don’t add up in real estate (Vivek Kaul)

Categories
Chart

Chart: Market in a Sell Zone?

Source:Morgan Stanley

sellzone

Categories
Excerpts

The Mystery of Value Investing

ben

-from Ben Graham’s testimony to the US Senate Committee on Banking & Currency on March,1955