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I'm interested in companies with regional monopolies & high barriers to entry. A few examples: - Vidrala, Zignago Vetro (glass manufacturers) - Waste Connections - Airports (Aena, F. Wien...) - Vail Resorts, Jungfraubahn, Titlis.. - Watsco - UNP, CN What else would you add?
Exchanges. The monopolies are semi-regional and the barriers to entry are sky-high.
CBOE & CME as value plays, ICE, NDAQ and MKTX as growth plays. SPGI & MCO as related data/debt issuance names.
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