The best business models according to Morgan Stanley: Source: Morgan Stanley Which one do you have in your portfolio? This is a good filtered list of stocks for us to deep dive into. Before we start buying, please make sure that we do our due diligence. Have we factored in necessary margin of safety? Is there room for more downside given the current environment? $Apple(AAPL)$ $Coca-Cola(KO)$ $Arista Networks(ANET)$