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Bourbon Insider Research

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Tracking insider trades, political stock moves, and hidden market signals. Main Account: Bourbon Capital @BourbonCap

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$ASML CEO: You can't play in AI without investing in hyperscalers
0:31
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$ASML CEO: You can't play in AI without investing in hyperscalers

Bourbon Insider Research

82,800 просмотров • 6 месяцев назад

$MSCI CEO explains to Barron’s how MSCI’s business model works. No one can explain this company’s revenue better than he can. Focus on the asset-management fees that’s the real reason the company is growing slowly right now. Pension funds, private equity funds, and big institutions are all playing very conservatively. Warren Buffett isn’t alone; a ton of funds are sitting on cash or Treasuries.
2:24
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$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 Research

46,718 просмотров • 8 месяцев назад

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