Morgan Stanley, every mention

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Verbatim, from the transcripts: the passages where Morgan Stanley comes up

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▶ 1:40:01 David Rosenthal So he switches banks to Morgan Stanley and convinces them that instead of IPO-ing, they should issue debt on F-one and use the proceeds from the debt to pay himself and his new offshore entities a special 1.4 billion dollar dividend…
▶ 1:40:53 David Rosenthal But there was not enough demand in that Morgan Stanley could only rustle up 1.4 billion worth of money that was willing to do this deal.

▶ 4:05:54 Ben Gilbert Secondly, the industry report that everyone kind of refers to is this Morgan Stanley Lux Consult report, who sent us a copy in preparation for the episode.
▶ 4:06:04 Ben Gilbert We did our own ways of trying to guess at these numbers in the shape of the business today, and then we kind of looked at the Morgan Stanley one and thought, okay, what's the most reputable, well-connected person who's networking with all…
▶ 4:06:29 Ben Gilbert Morgan Stanley said 1.24, so think 1.1 to 1.2 million a year.
▶ 4:06:55 Ben Gilbert Morgan Stanley and Lux Consult estimate it at 30.3% of the whole Swiss watch industry.
▶ 4:18:07 Ben Gilbert Morgan Stanley and Lux Consult estimate that of the thirty-five billion dollars in total revenue for Swiss watch manufacturers, there's about 11.8 billion of total profit, implying that the industry-wide operating margin is 29%.
▶ 4:59:28 Ben Gilbert To Morgan Stanley and Lux Consult for providing the industry research report, it was very helpful.

▶ 8:25 David Rosenthal That's how the JP Morgans, you know, the Morgan Stanley's, et cetera, the world came to be.

▶ 1:02:56 Dara Khosrowshahi But we now have a set of shareholders like the Fidelities of the world, Capital, Morgan Stanley, et cetera, that have the capacity to own a lot of shares, way more than they do today, and there's a consistency about it.

▶ 32:14 David Rosenthal In 1986, he left Columbia to join Morgan Stanley and then started D.E.
▶ 57:07 David Rosenthal Like, I left Morgan Stanley to start D.E.
▶ 1:50:10 David Rosenthal So spring of 1997, they filed to go public with lead underwriters, not Goldman Sachs, not Morgan Stanley,
▶ 1:50:32 David Rosenthal And we asked Tom on the Amazon IPO episode that we did, why did Jeff and Amazon choose Deutsche Bank over the gold-plated, you know, never get fired for choosing Goldman Sachs or Morgan Stanley?
▶ 2:30:16 Ben Gilbert A Morgan Stanley analyst with the name that some people will definitely know from her Kleiner Perkins days and now Bond days, Mary Meeker at the time, just at Morgan Stanley as an analyst, wrote right around IPO time that Amazon is the…

▶ 40:31 Brad Gerstner It's hard, it's hard now to, like, put ourselves back in those shoes, but when, when you think, like, people thought Lehman, Morgan Stanley, Goldman Sachs, we're all going to collapse, right?
▶ 1:21:17 Brad Gerstner When the equity syndicate desk at Goldman Sachs and Morgan Stanley need to sell an IPO, they call us.
▶ 1:50:00 Brad Gerstner The accredited investor retail channel, through Goldman, through Morgan Stanley, through these other aggregators, as a percentage of the fundraise for Tiger, for Kotu, for Altimeter, it's going up dramatically relative to traditional LPs.

▶ 19:11 Packy McCormick Some like, you know, the bigger banks, Morgan Stanley, all of that, which will

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