I’ve watched $MKTX for some time, but I’ve never liked the valuation. Since you know the space a lot better, what is the multiple that provides you enough margin of safety to buy this business?
Tradeweb & MarketAxess are close to the same forward valuation 
There will be a time to buy $MKTX, and that time is coming soon...pic.twitter.com/ceqqE8rswz
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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That's one hell of a re-rating on
$TW...good biz but a lot has to go right at that valuationThanks. Twitter will use this to make your timeline better. UndoUndo
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