
Bourbon Insider Research
@BourbonInsider • 12,127 subscribers
Tracking insider trades, political stock moves, and hidden market signals. Main Account: Bourbon Capital @BourbonCap
Videos

$ASML CEO: You can't play in AI without investing in hyperscalers
Bourbon Insider Research82,800 views • 6 months ago

$MSCI CEO explains to Barron’s how MSCI’s business model works. No one can explain this company’s revenue better than he can. Focus on the asset-management fees that’s the real reason the company is growing slowly right now. Pension funds, private equity funds, and big institutions are all playing very conservatively. Warren Buffett isn’t alone; a ton of funds are sitting on cash or Treasuries.
Bourbon Insider Research46,718 views • 8 months ago
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