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HideNotSlide's profile
Hide Not Slide
Hide Not Slide
Hide Not Slide
@HideNotSlide

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Hide Not Slide

@HideNotSlide

Helping investors become smarter & more informed about exchanges.

LOST IN THE CITADEL SECURITIES
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Joined December 2014

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    Two-way (sending and receiving) short codes:

    Country Code For customers of
    United States 40404 (any)
    Canada 21212 (any)
    United Kingdom 86444 Vodafone, Orange, 3, O2
    Brazil 40404 Nextel, TIM
    Haiti 40404 Digicel, Voila
    Ireland 51210 Vodafone, O2
    India 53000 Bharti Airtel, Videocon, Reliance
    Indonesia 89887 AXIS, 3, Telkomsel, Indosat, XL Axiata
    Italy 4880804 Wind
    3424486444 Vodafone
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    1. Andy‏ @bizalmanac 29 Jun 2020

      @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!

      1 reply 0 retweets 1 like
    2. Hide Not Slide‏ @HideNotSlide 29 Jun 2020
      Replying to @bizalmanac

      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

      1 reply 0 retweets 0 likes
    3. Hide Not Slide‏ @HideNotSlide 29 Jun 2020
      Replying to @HideNotSlide @bizalmanac

      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.

      1 reply 0 retweets 1 like
      Hide Not Slide‏ @HideNotSlide 29 Jun 2020
      Replying to @HideNotSlide @bizalmanac

      Thanks for the question! Happy to discuss

      6:11 PM - 29 Jun 2020
      0 replies 0 retweets 0 likes

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