NDAQ Nasdaq 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
10:00
Sep 04
Sep 04
The Compound News
Nasdaq data and IPO upside underappreciated
Dan argues Nasdaq is misunderstood because it combines an exchange, a fintech business, and a data business that feed each other; earnings grow mid-to-high teens while the multiple stays flat, and it should benefit from future IPOs and AI data utilization.
NDAQ
Nasdaq Inc.
Long
1ST
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16:15
Aug 02
Aug 02
El Arte de Invertir
Exchange monopolies resilient to AI, undervalued
Stock exchange operators like TMX Group, London Stock Exchange, Euronext, ICE, and Nasdaq are natural monopolies with high margins, inflation protection, and counter-cyclical revenue streams. AI fears have compressed their valuations despite no real AI threat to their moats. They consistently grow earnings through organic growth, acquisitions, and buybacks, and currently trade at 16-20x earnings—cheap relative to history and the broader market.
NDAQ
Nasdaq Inc.
Long
1ST
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17:01
Jul 10
Jul 10
Bloomberg Markets
Foreign IPO pipeline for Nasdaq strong.
The record-breaking SK Hynix ADR listing is already attracting looks from more foreign companies that may consider US listings. Nelson Griggs says he was in Europe meeting many companies and that this year's top ten fundraises have been international, with US capital markets giving the best valuation. Both European startups looking for primary listings and Asian companies with local listings considering ADRs have a lot of momentum, indicating a strong pipeline for Nasdaq.
NDAQ
Nasdaq Inc.
Long
1ST
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About NDAQ Investor Commentary
Across the available history and selected sources, Buzzberg tracks NDAQ (Nasdaq Inc.) across 23 sources: 11 bullish vs 0 bearish calls from 27 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. 33 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Dan Skelly, Alejandro Estebaranz, Nelson Griggs.