FinanceBanking
Finance / Banking
Deposits, credit and financial intermediation.
Coverage status2 companies
ACTIVE COVERAGE
Banking initiation notebooks
INITIATION NOTEBOOKNYSE: GS
Goldman Sachs
Can Goldman convert a healthier deal environment, asset-management growth and AI-enabled productivity into more durable returns on equity?
Market cap $323B1Y return 46%
OPEN MEMO →INITIATION NOTEBOOKNYSE: MS
Morgan Stanley
Can Morgan Stanley use scale, data and AI across wealth management to produce durable asset growth and operating leverage through market cycles?
Market cap $342B1Y return 59%
OPEN MEMO →