I started a small position in $NDAQ today at ~$127.
1) Q3 earnings confirmed the shift towards data is paying off. Index revenue still has room to run.
2) Transaction revenue will keep benefitting from post-election vol.
3) ~21x forward PE can expand to data peers (>25x)
Replying to @FinSkirt
An added catalyst hopefully to make analysts feel good and help improve the multiple!
10:22 AM - 26 Oct 2020
0 replies
0 retweets
1 like
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.