Morgan Stanley's "Future Investment Methodology": Three main themes, three "20" principles

Wallstreetcn
2024.09.06 12:23
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Morgan Stanley stated that currently, technology diffusion, decarbonization, and longevity are three key themes affecting global stock market volatility. The "Three 20s" principle refers to stocks with over 20% of revenue coming from a specific theme, market capitalization exceeding $200 billion, and expected revenue growth + EBITDA margin exceeding 20% by the fiscal year 2026