@HideNotSlide Any feelings on $TW? Pending LSE Refinitiv deal, FI trading? Just read your bio - I’m a big fan of that corner of the market too!
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1/ I generally like
$TW - the main risk for them right now is the banks that own ~10% of the company are slowly selling off their stakes. These banks make up ~45% of the co’s trading revenue, so if they dont own equity theyre less incentivized to do biz with TW
2/ But I think $TW is positioned well in swaps, Treasuries and mortgages which are all becoming more electronic, so the growth runway is there. Valuation is frothy but deserved.
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Thanks for the question! Happy to discuss
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