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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (72579)	4/25/2023 1:18:00 PM
From: Madharry	of 78704

anyone have any thoughts on Morgan Stanley? I did a real SOTP analysis based on what i thought their Private Wealth/AUM business was worth and it was pretty close to the market valuation of the company. without taking into account debt which is substantial. This may go in the too hard pile for me. If I read the conference call transcript correctly they said that 25% of wealthy investors portfolio was cash abd cash equivalent up from the normal 18%, Goldman Sachs resumed coverage of REITS they had one notable sell Macerich. I continue to hold my shares and collect the dividend. Meanwhile Sternlicht had no problem raising $10 billion for a new real estate fund. I wonder if this fund will start making offers for beaten down REITS,

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