Loading investment pitches...
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.
Organizations such as CME Group, Intercontinental Exchange, Nasdaq, and CBOE Global Markets facilitate enormous amounts of trading activity. These companies have...
— Warren Fisher
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on CME Group Inc.
CME Group operates premier global financial exchanges and clearinghouses across interest rates, equity indexes, foreign exchange, and commodities. The manager initiated...
CME Group (CME) was the main detractor to Real Asset returns this year.
CME Group (CME) was the main detractor to Real Asset returns this year. During the quarter,...
More institutional theses from Manole Capital Management
The manager points to Nasdaq as an essential technology and market data business driving recurring software and index licensing revenue alongside core market trading operations.
The manager cites Intercontinental Exchange as a vital market infrastructure leader benefiting from recurring revenues in data, analytics, clearing, and mortgage technology solutions.
The manager includes CBOE Global Markets among top-tier exchange operators that generate significant operating leverage by selling proprietary analytics, connectivity, and trade execution.