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@HideNotSlide

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@HideNotSlide

Helping investors become smarter & more informed about exchanges.

LOST IN THE CITADEL SECURITIES
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Joined December 2014

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    1. Frederik‏ @NeckarValue Apr 19
      Replying to @HideNotSlide @MarcRuby and

      Interesting. Looking forward to your $VIRT write-up..👀 So which of the companies is your long-term favorite and why?

      1 reply 0 retweets 0 likes
    2. Hide Not Slide‏ @HideNotSlide Apr 19
      Replying to @NeckarValue @MarcRuby and

      Bringing it back full circle, today my largest exchange holding is $ICE. I think the market is undervaluing their massive energy business and I like the Ellie Mae deal provided they can continue to execute. Valuation is not too excessive either at 25x this years earnings.

      1 reply 2 retweets 5 likes
    3. Frederik‏ @NeckarValue Apr 19
      Replying to @HideNotSlide @MarcRuby and

      Can any of these companies serve as a volatility hedge? I thought it would be $CBOE but the "home of the VIX" is still below its 2020 high. What's going on there?

      1 reply 0 retweets 1 like
    4. Hide Not Slide‏ @HideNotSlide Apr 19
      Replying to @NeckarValue @MarcRuby and

      CBOE's volatility products make it a unique exchange. In a way, CBOE is counter-counter-cyclical - VIX futures & SPX options see more interest when volatility is LOW, not high. 2020 vol ended up doing more damage than good for them, but this year things are starting to recover.

      1 reply 0 retweets 1 like
    5. Hide Not Slide‏ @HideNotSlide Apr 19
      Replying to @HideNotSlide @NeckarValue and

      I used to own CBOE but sold after revisiting their investments in Europe. They're spending a lot of money to try and disrupt pan-European derivatives, a historically fragmented & entrenched field. I'm not willing to wait around & find out if their investments will pay off.

      1 reply 0 retweets 0 likes
    6. Hide Not Slide‏ @HideNotSlide Apr 19
      Replying to @HideNotSlide @NeckarValue and

      European market structure is hard to disrupt because there are multiple clearinghouses for the same underlying product, whereas in the US there's only one. The below chart shows just how dispersed the plumbing is - good luck to CBOE for cleaning this up!pic.twitter.com/tSWxBF1grI

      1 reply 0 retweets 13 likes
    7. Frederik‏ @NeckarValue Apr 19
      Replying to @HideNotSlide @MarcRuby and

      Fragmented, huh?pic.twitter.com/RRxk53t8Hn

      1 reply 0 retweets 1 like
    8. Frederik‏ @NeckarValue Apr 19
      Replying to @NeckarValue @HideNotSlide and

      What is the risk of exchanges getting disrupted either by technology or new competitors? Are there any startups whose IPO you're anticipating?

      1 reply 0 retweets 1 like
    9. Hide Not Slide‏ @HideNotSlide Apr 19
      Replying to @NeckarValue @MarcRuby and

      The only market where disruption is likely & somewhat priced in is US equities - startups like MIAX & MEMX are taking share w/ low fees & powerful backers. From a technology perspective, I think DeFi exchanges like Uniswap have great long-term upset potential.

      1 reply 0 retweets 1 like
    10. Frederik‏ @NeckarValue Apr 19
      Replying to @HideNotSlide @MarcRuby and

      Speaking of crypto, what is your take on $COIN?

      1 reply 0 retweets 1 like
      Hide Not Slide‏ @HideNotSlide Apr 19
      Replying to @NeckarValue @MarcRuby and

      At a $100B valuation I think $COIN is a pricey directional bet on Bitcoin, but I'd love to own it on weakness. They have the potential to be the top crypto exchange AND brokerage app AND custody solution AND prime brokerage operation. More below:https://frontmonth.substack.com/p/my-coinbase-gameplan …

      2:47 PM - 19 Apr 2021
      • 1 Retweet
      • 7 Likes
      • Alan Gattières Brendan Clifton King Marc Rich’s Burner Account Kartikeya Agarwal Screaming Value &_e K
      1 reply 1 retweet 7 likes
        1. New conversation
        1. Frederik‏ @NeckarValue Apr 19
          Replying to @HideNotSlide @MarcRuby and

          Got it. Well this was awesome - thank you so much for sharing your thoughts! Where can people learn more about this industry, the players, the business models? Any primers or write-ups you would recommend?pic.twitter.com/bB2H3UqgOj

          1 reply 0 retweets 1 like
        2. Hide Not Slide‏ @HideNotSlide Apr 19
          Replying to @NeckarValue @MarcRuby and

          Thank you for doing this! I have a couple things that can serve as deeper dives - one is my substack where I talk about exchanges and the other is an industry primer I wrote a couple months back. Both links below:

          1 reply 0 retweets 5 likes
        3. Show replies

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