Portfolio Update October 2025: Sector Swings in Quality CompoundersEuronext – ENX.PA
Pitch Summary: Euronext’s recent share price decline due to acquisition news is viewed as a short-term noise, with the company’s wide moat and revenue growth potential supporting its long-term investment thesis. BSD Analysis: Euronext’s 2.7% share price decline following the announcement of a potential Greek stock exchange acquisition is seen as a temporary market reaction. […]
