I'm jealous of you longs out there - I've never been comfortable owning MSCI given the valuation but the index biz is for real:pic.twitter.com/VZN8eUdKXs
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MSCI Q2 earnings are in: Revenue +22% YoY Expense +18% EBITDA +25% EPS +38% Raises dividend +33% Weird quarter with asset based fees facing good comps, but recurring revs look good & ESG/Climate products are growing off the charts.pic.twitter.com/rpzfrlBnsC
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Sit back, relax, and enjoy the asset based fee growthhttps://twitter.com/EricBalchunas/status/1420001359890370560?s=20 …
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