Breaking News - I’ve started to nibble at CBOE
I’ve been notably bearish on the name for the last ~4 months – I’ll lay out the reason for my pivot from bear to cautious bull below.
-
Show this thread
-
This Tweet is unavailable.
-
Replying to @OldWell17
I own all 3, but w/a 3+ yr timeline i’d go with ICE. - strong energy futures franchise - defensive data business - potential for M&A the market likes If you think rates are ever going up again, CME may have just as much upside.
1 reply 0 retweets 3 likes -
This Tweet is unavailable.
-
This Tweet is unavailable.
Replying to @OldWell17
I would say the latter. They sell data that comes from their exchanges, but they dont have an index business or a subscription terminal product like MSCI or S&P Global. Those require bigger/different sales teams and CME just hasnt pursued that.
11:41 AM - 5 Aug 2020
0 replies
0 retweets
3 likes
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.