30x multiple lacks visible earnings growth allure
MSCI’s current valuation looks hard to justify because it trades around 30x free cash flow/earnings while the speaker can’t see the earnings-growth “allure” that explains why Bur would like it.
MSCI's roughly 30x free cash flow multiple is hard to justify when the earnings-per-share growth assumptions needed to support that moat pricing are not visible to the analyst. The index data provider's valuation premium appears disconnected from achievable growth expectations.
"Every Stock Michael Burry is Buying Right Now! (5 New Buys)"