My exchange & data shopping list:
$ICE (I already own but am watching to buy more)
$MKTX
$SPGI
These names don't stay down for long, would've loved to have bought more during the March panic...pic.twitter.com/8TQi85HZHD
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Thoughts on adding
$MSCI to the list?
Its a good business i just cant bring myself to buy it with such a high multiple
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MSCI pisses FCF. I think that on top of their slightly faster projected topline growth, more aggressive buybacks, and juicer GM, they warrant the multiple MSCI: 40x TTM FCF on 83% GM SPGI: 27x TTM FCF on 73% GM MSCI proj 5y topline CAGR: 11.8% SPGI proj 5y topline CAGR: 9.8%
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