$NDAQ - solid options trading & index revenue outweighed a sluggish Market Tech showing:https://frontmonth.substack.com/p/nasdaq-q4-2020-earnings-review …
Show this thread
Using this thread as a collection of Q4 2020 exchange & market data industry earnings reviews. Will add more as results keep coming in. Enjoy:
-
-
-
$MKTX - Stellar results fulfilled the stock's premium valuation once again. The earnings call gave some helpful commentary on long term growth prospects for corporate bonds:https://frontmonth.substack.com/p/marketaxess-q4-earnings-review …Show this thread -
$MSCI - The active to passive shift boosted MSCI in the 2010s, and ESG is expected to carry them in the 2020s. If you buy into the ESG hype, MSCI is the way to play it. I personally don't buy it, but to each their own:https://frontmonth.substack.com/p/msci-q4-2020-earnings-review …Show this thread -
$ICE - An eventful 2020 ended with a bang. Energy helped volume growth shine, data services kept chugging along, and Mortgage Technology posted red-hot results. My full earnings review below:https://frontmonth.substack.com/p/ice-q4-2020-earnings-review …Show this thread -
Tradeweb's Q4 earnings have caused me to re-think my position on the stock. Nearly every market is showing healthy growth driven by new technology, and clear runways remain for at least the medium term.https://frontmonth.substack.com/p/tradeweb-q4-2020-earnings-review …
Show this thread -
My love/hate relationship with
$CBOE got complicated in Q4. Management asked investors to trust that Europe will pay off despite huge cost increases - am I willing to hold and find out? My confidence is waning.https://frontmonth.substack.com/p/cboe-q4-2020-earnings-review …Show this thread
End of conversation
New conversation -
-
-
Thank you for the analysis of a very good exchange. Thanks to that, I was able to take measures against vix.
$VIRTThanks. Twitter will use this to make your timeline better. UndoUndo
-
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.