$CME
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How The Acquirers Podcast’s view on $CME changed

Channel profile →2 entries
2026-09-16Bullish
“The S&P 500 Is a Momentum Trade — and Nobody Noticed”
CME is a strong holding due to its S&P Global stake, high margins, low capital intensity, and diversified revenue from hedging activities across various asset classes.

we own CME, we own ICE, which is Intercontinental Exchange. And then I own as well the OTC markets, which is the the small exchange.

then uh CME is slightly more expensive, but CME also owns kind of this hidden asset. Uh they own a 27% stake in the S&P uh index business uh S&P Global.

Watch the source05:25
2026-09-09Bullish
“From Motley Fool Writer to $110M Hedge Fund (Then Back Again)”
CME is a strong holding due to high margins, the value of its S&P index stake, and revenue from both trading volume and hedging activity.

We own CME, we own ICE, uh which is Intercontinental Exchange, and then I own as well the OTC markets, which is the the small exchange.

Um and then CME is slightly more expensive, but CME also owns kind of this hidden asset. uh they own a 27% stake in the S&P uh index business of S&P Global. So, you essentially own a call option on the S&P 500 um you know index which is a pretty good royalty to own.

Um, I would say it's a royalty and a call option because if if the dynamic that you just talked about, Toby, continues, which is people just continue to plow their money in the S&P 500, um, then, you know, that that benefits CME as well.

Watch the source25:13
KOL Says