Can’t imagine better conditions between: -volatile equity markets, -increasing options volume and -SPACmania
Nasdaq Q2 earnings are out:
Organic revenue +15% YoY
Op Income +22%
EPS +23%
Recurring revenue strength + cyclically high trading volumes = another 
quarterpic.twitter.com/6yAYBKC87d
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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Amazed at how the sellside underestimated Adena over the past 5 years. Some jumped on board, but late. Their loss.
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How do you think about today as an entry point? Multiple has expanded a lot, albeit due to Adena expanding into recurring rev streams
End of conversation
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