nwoodman Posted Tuesday at 02:34 PM Share Posted Tuesday at 02:34 PM FRFHF Link to comment Share on other sites More sharing options...
sleepydragon Posted Tuesday at 03:00 PM Share Posted Tuesday at 03:00 PM sold most of my ACI. only kept a coffee can position. add to my coffee can portfolio CORZ, CDLX, BGC, SDRL, CZR, FNMAS, DFIN, STNG, CNHI, IMMR Link to comment Share on other sites More sharing options...
Lance Posted Tuesday at 03:14 PM Share Posted Tuesday at 03:14 PM MSCI Thanks Lance Link to comment Share on other sites More sharing options...
thowed Posted Tuesday at 04:55 PM Share Posted Tuesday at 04:55 PM MSCI Seems an overreaction to the results, Fernandez seems decent, & think should do OK long-term (it's a not unknown brand, right?), though not exactly 'cheap'. Link to comment Share on other sites More sharing options...
ValueMaven Posted Tuesday at 07:57 PM Share Posted Tuesday at 07:57 PM Also bought MSCI today ... was down -15% at one point. Huge switching costs and I like their approach to capital allocation. Rare to get a quality compounder like this on sale. Link to comment Share on other sites More sharing options...
Dinar Posted Tuesday at 08:42 PM Share Posted Tuesday at 08:42 PM 44 minutes ago, ValueMaven said: Also bought MSCI today ... was down -15% at one point. Huge switching costs and I like their approach to capital allocation. Rare to get a quality compounder like this on sale. I disagree with you. There are no switching costs, and tremendous customer concentration with customers incentivized to switch. Link to comment Share on other sites More sharing options...
sleepydragon Posted Tuesday at 08:50 PM Share Posted Tuesday at 08:50 PM MSCI charges a fortune on their Barra data - the bank I used to work for pay a couple millions for it. Nowadays there’s Axiomas which is a competitor and much cheaper. Still, the large places will keep using it but less so. Another revenue source is MSCI index. The only people who pays for their index data are those who prop trade around index rebalancing but they are all losing money. I would rather buy SP Global if paying such a high premium Link to comment Share on other sites More sharing options...
dpetrescu Posted Tuesday at 09:28 PM Share Posted Tuesday at 09:28 PM Bough a bunch more Simpson Strongtie. This is my forever 80% of portfolio position. Below expectations earnings - down almost 12% at the bottom today. They definitely are tied to housing starts. Love to see the PE under 20 on this Link to comment Share on other sites More sharing options...
sleepydragon Posted yesterday at 02:02 AM Share Posted yesterday at 02:02 AM 5 hours ago, sleepydragon said: MSCI charges a fortune on their Barra data - the bank I used to work for pay a couple millions for it. Nowadays there’s Axiomas which is a competitor and much cheaper. Still, the large places will keep using it but less so. Another revenue source is MSCI index. The only people who pays for their index data are those who prop trade around index rebalancing but they are all losing money. I would rather buy SP Global if paying such a high premium But what do I know.. I knew about this company for the past 20 years but didn’t buy any:( Link to comment Share on other sites More sharing options...
samwise Posted yesterday at 03:11 AM Share Posted yesterday at 03:11 AM 6 hours ago, sleepydragon said: Another revenue source is MSCI index. The only people who pays for their index data are those who prop trade around index rebalancing but they are all losing money. All the passive indexers pay for index data . That’s why vanguard switched to ftse 10 years ago, to save on the fees. MSCI crashed then and I should have bought, but didn’t because I thought others might follow. Link to comment Share on other sites More sharing options...
Kizion Posted yesterday at 05:38 AM Share Posted yesterday at 05:38 AM (edited) 10 hours ago, dpetrescu said: Bough a bunch more Simpson Strongtie. This is my forever 80% of portfolio position. Below expectations earnings - down almost 12% at the bottom today. They definitely are tied to housing starts. Love to see the PE under 20 on this It’s 80% of your portfolio? EDIT: Already found my answer in your other posts - thanks Edited yesterday at 08:17 AM by Kizion Link to comment Share on other sites More sharing options...
Luca Posted yesterday at 08:32 AM Share Posted yesterday at 08:32 AM Added to 3x Kweb Link to comment Share on other sites More sharing options...
Luca Posted 18 hours ago Share Posted 18 hours ago +PDD Link to comment Share on other sites More sharing options...
Ross812 Posted 18 hours ago Share Posted 18 hours ago Traded CPNG options for the stock. Link to comment Share on other sites More sharing options...
dipod Posted 13 hours ago Share Posted 13 hours ago TSLA puts Link to comment Share on other sites More sharing options...
Luca Posted 12 hours ago Share Posted 12 hours ago 1 hour ago, dipod said: TSLA puts Haha nice. Link to comment Share on other sites More sharing options...
lnofeisone Posted 8 hours ago Share Posted 8 hours ago 3 hours ago, Luca said: Haha nice. I did the same but with verticals. Link to comment Share on other sites More sharing options...
Kizion Posted 8 minutes ago Share Posted 8 minutes ago (edited) Bought in past days some HHH (and sold covered calls @70), SOLB, MSCI & META (waiting for first bump before also writing some covered calls). Added some additional margin. All positions are for short to midterm with exit price in mind. Edited 6 minutes ago by Kizion Link to comment Share on other sites More sharing options...
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