ICE Intercontinental Exchange, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
20:24
Sep 30
Sep 30
Bloomberg Markets
Favor durable growth compounders.
Ackman prefers super durable growth companies with predictable long-term returns and reasonable valuations over fast-growing, capital-intensive businesses where profitability depends on uncertain future events. He highlights Pershing Square USA holdings such as S&P Global at about 21x earnings, Intercontinental Exchange at about 24x earnings, Meta bought on weakness, and boring compounders Microsoft, Visa, and Mastercard.
ICE
Intercontinental Exchange, Inc.
Long
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16:54
Sep 30
Sep 30
Bloomberg Markets
ICE is high-quality at attractive valuation
Ackman describes Intercontinental Exchange as an amazing business with an incredible track record and says Pershing Square USA was able to buy it at an attractive valuation of around 24 times earnings. He sees it as a durable, high-quality holding in a narrow market where such businesses are out of favor.
ICE
Intercontinental Exchange, Inc.
Long
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01:10
Sep 10
Sep 10
1000x Podcast
ICE and CME cannot innovate commodities.
Jonah argues ICE and NYMEX/CME are bureaucratic, slow to launch new products, and still milking decades-old benchmark contracts. They cannot serve new commodity demand, leaving room for on-chain venues to take share.
ICE
Intercontinental Exchange, Inc.
Avoid
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About ICE Investor Commentary
Across the available history and selected sources, Buzzberg tracks ICE (Intercontinental Exchange, Inc.) across 29 sources: 22 bullish vs 1 bearish calls from 44 authors. Historical directional balance: 33% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 64 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Bill Ackman, Jonah Van Bourg.