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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
During the quarter, I bought shares of Intuit, ServiceNow, and Cboe Global Markets for the strategy. These are companies...
— Michael Kramer
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Other investors who've written on Cboe Global Markets, Inc.
The manager includes CBOE Global Markets among top-tier exchange operators that generate significant operating leverage by selling proprietary analytics, connectivity, and trade execution.
Cboe Global Markets ($CBOE) represents an attractively valued regulated derivatives exchange pursuing near 24/5 U.S. equity trading.
More institutional theses from Mott Capital Management