00:27 - Focuses on the Intercontinental Exchange (ICE), a leader in energy and commodity derivatives. 01:06 - Current portfolio stands at $1,075,000 with a plan to double in 3.8 years. 01:19 - ICE's strengths include capital-light business model, strong data analytics, and recurring revenue. 03:12 - ICE’s metrics: strong free cash flow and operating income, but recent decline in return on capital employed. 05:29 - ICE’s GF score is lower due to recent performance issues, and super investors show minimal interest. 06:29 - Despite limited super investor enthusiasm, ICE passed rigorous analyst due diligence, making it a potential investment.
Great work as always Simon. I love learning from you.
Fantastic insights, thank you for sharing.
Appreciate you Rob!
🎉🎉🎉
00:27 - Focuses on the Intercontinental Exchange (ICE), a leader in energy and commodity derivatives.
01:06 - Current portfolio stands at $1,075,000 with a plan to double in 3.8 years.
01:19 - ICE's strengths include capital-light business model, strong data analytics, and recurring revenue.
03:12 - ICE’s metrics: strong free cash flow and operating income, but recent decline in return on capital employed.
05:29 - ICE’s GF score is lower due to recent performance issues, and super investors show minimal interest.
06:29 - Despite limited super investor enthusiasm, ICE passed rigorous analyst due diligence, making it a potential investment.
great video, thoughts on euronext?
Have not done extensive research on Euronext yet. From the far it looks interesting. Time to dig deeper.
Individual stocks or mutual funds?
I only look at individual stocks and digital assets. No funds.
I need to get better at keeping the money I make
Love to hear this!