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james gorman

T2 · manager / operator

James Gorman transformed Morgan Stanley post-2008 via a wealth management pivot. He later chaired Disney's board through a successful CEO succession.

2 calls·2 names·100% bull·last heard 4 months ago·In Good Company with Nicolai Tangen
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$DISDisneyposition

Gorman: Disney succession clean, new CEO Josh D'Amaro 'terrific', Bob Iger won't return

Disney Chairman James Gorman describes a rigorous, transparent succession process that resulted in internal candidate Josh D'Amaro beating external contenders, with Bob Iger fully stepping aside.

In Good Company with Nicolai Tangen2026-04→
2ndmedium conviction
$MSMorgan Stanley

Gorman: Wealth management pivot transformed Morgan Stanley culture and strategy

Former CEO James Gorman explains how a clear strategic pivot to wealth management provided the cultural foundation for Morgan Stanley's post-crisis transformation, enabling subsequent reinvention.

In Good Company with Nicolai Tangen2026-04→

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2 total
$MS
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Morgan Stanley
MEDjames gorman·In Good Company with Nicolai Tangen·4 months ago
Gorman: Wealth management pivot transformed Morgan Stanley culture and strategy
Former CEO James Gorman explains how a clear strategic pivot to wealth management provided the cultural foundation for Morgan Stanley's post-crisis transformation, enabling subsequent reinvention.
"In Morgan Stanley, he very clearly delivered a message of what they were going to focus on, which was wealth management as the way that Morgan Stanley would grow. Right? And that…"
84:20
$DIS
···
Disney
MEDjames gorman·In Good Company with Nicolai Tangen·4 months ago· position
Gorman: Disney succession clean, new CEO Josh D'Amaro 'terrific', Bob Iger won't return
Disney Chairman James Gorman describes a rigorous, transparent succession process that resulted in internal candidate Josh D'Amaro beating external contenders, with Bob Iger fully stepping aside.
"We have a terrific new CEO, Josh D'Amaro... The job of a CEO is to present viable candidates fit for purpose. The job of the board... is to ensure inside and outside the company y…"
103:00