Unusual for a sell side firm to so aggressively question Coca-Cola after reporting good earnings, as sign of the times may be at hand After delivering what were generally reported as positive earnings last week, Coca-Cola is nonetheless receiving questioning from a sell side analyst. On the backdrop of good earnings, a Morgan Stanley research piece written by Dara Mohesenian and Bob Doctor calls into question Coca-Cola management, echoing many of the points raised by David Winters, founder of Wintergreen Asset Management and vocal Coke management critic. In a 17 point list of “questions for management,” Morgan Stanley, who…
After Good Earnings, Morgan Stanley Asking Coca-Cola Tough Questions
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.