Lanceljx
10-30

Morgan Stanley’s “Vintage Value 2026” list highlights 16 top picks like Amazon, Walmart, Microsoft, Meta, and Visa — stocks seen as having strong risk-reward potential over the next year.

I’d follow the list as a reference, not a blind buy. It’s built for a 12-month horizon, so do your own checks before investing.

Amazon (AMZN): Still promising — AWS, automation, and cost savings could boost profits. Yet, high valuation and slowing consumer demand may limit near-term upside. I’m moderately bullish, but position sizing is key.

Walmart (WMT): More defensive and stable. Growth in Walmart+, retail media, and e-commerce strengthens its long-term story. Despite short-term margin pressure, it fits cautious investors better.

In short: both are strong picks, but Walmart offers steadier growth while Amazon delivers higher potential — with higher risk.

# Morgan Stanley Vintage Value List Update: Will You Follow Their 2026 Picks?

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  • wubbix
    ·10-30
    Great analysis! Balancing risk and reward in stocks like these is crucial for smart investing.
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  • Jo Betsy
    ·10-31
    AMZN’s AWS + MS’s pick—but 30x PE’s risky for near-term gains, for sure!
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  • Megan Barnard
    ·10-31
    WMT+’s 27% YoY growth + retail media? Defensive gem, per MS’s call, nice!
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