Letters by company
Morgan Stanley
8 letters discussing MS. Everything written about it on this site is on its ticker page.
- Sound Shore Management June 30, 2022 Sound Shore added to SVB Financial and Lennar after valuation-driven selloffs, arguing that resilient deposits, loan quality, housing scarcity and stronger balance sheets support longer-term earnings power. The portfolio also favored Merck’s Keytruda-led growth and Perrigo’s private-label drug franchise while maintaining a contrarian focus on durable businesses at discounted valuations. second quarter 2022 LEN $21BMS $298B
- Barometer Capital Management 3report Barometer's Pools cut AI-infrastructure exposure, exiting Caterpillar, GE Vernova, Howmet and Lam Research as momentum reversed, while adding Canadian integrated oil producers and rotating toward enterprise software and drug developers benefiting from AI adoption. The Global Macro Pool paired commodity exposure with shorts in long-duration bonds and moved net short North American equities as yields rose. third quarter 2026 AAPL $5.2TCAT $275BCNQ $99B
- Nightview Capital Q2 2026 Investor Letter Nightview Capital added to Salesforce and ServiceNow, initiated Atlassian, and held Autodesk steady on the view that systems of record, switching costs, distribution and AI integration protect strong software franchises. It exited Meta, Intuitive Surgical, Shopify and EchoStar, added gaming and hospitality exposure, and rotated financials toward BlackRock and Charles Schwab. Q2 2026 ADSK $54BCRM $179BLVS $26B
- Evolve Private Wealth The House Edge - Q2 2026 SpaceX, Anthropic and OpenAI illustrate Evolve’s case that investors should use base rates rather than chase scarce IPO allocations and exceptional-growth narratives at exceptional valuations. The firm favors disciplined position sizing, U.S. small caps and cheaper international equities while speculative options activity signals euphoria around AI-related assets. Q2 2026 UBER $144B
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $189BMCD $194B
- ProChain Capital April 2026 Investor Update ProChain Capital focused on institutional cryptocurrency adoption as Morgan Stanley and Charles Schwab expanded retail trading access. It argued that tokenized securities, money-market funds and settlement infrastructure are advancing through Securitize, Computershare, BlackRock, JPMorgan and DTCC, while Gemini's results pointed to demand for crypto-native financial products. April 2026 —
- Sound Shore Management December 31, 2021 Sound Shore Management maintained full exposure to Pfizer, added to Perrigo after supply-chain pressure weakened the shares, and argued that both companies retain earnings-improvement catalysts. The portfolio favored inexpensive businesses with company-specific growth drivers, including financials, Lennar, EOG Resources and Vistra’s transition toward lower-carbon power generation. 2021 PFE $168BPRGO $2.3B
- Lansing Street Advisors Infatuation Millennial day trading through Robinhood is framed as a renewed speculative mania that could damage an already less wealthy generation. Lansing Street Advisors argues that Federal Reserve support has prolonged a corporate-credit bubble, leaving leveraged loans, CLOs and zombie companies vulnerable when easy money recedes. 2nd Quarter 2020 —
