Dan Callahan

About the author

Dan Callahan is an investment analyst who co-writes research papers with Michael Mauboussin, published by Morgan Stanley Investment Management, where Mauboussin heads Consilient Research at Counterpoint Global. Their partnership goes back at least to the mid-2010s, when Callahan was an analyst in Credit Suisse's Global Financial Strategies group and the pair wrote for the Journal of Applied Corporate Finance. He is a CFA charterholder.

Memos, letters and research

All research

Counterpoint Global Insights (Consilient Observer) Morgan Stanley

Essential

Michael Mauboussin and Dan Callahan's research papers on valuation, competitive strategy, capital allocation and decision-making. These are free, footnoted primers that many analysts treat as a corporate-finance curriculum.

Research Advanced Roughly monthly