- Entry
- $241.18
- Now
- $263.71 +9.3%
- Target
- —
- Score
- —
My valuation: perpetuity DCF with margin of safety hurdles and FCF yields. These are the most interesting opportunities I found: **CME - Chicago Mercantile Exchange** Fundamental driver: macro volatility. They sell hedging contracts. Revenues are a toll on risk. Perpetual corporate demand. Moat: impossible to destroy. Liquidity attracts more liquidity, CME has loads of it, and clients want that. This is the single best opportunity I found. A wonderful business trading below fair price due to an overblown sell-off (CFTC …
— ORIGINAL POST ·
5 companies I'll be adding to in 2026
· r/ValueInvesting
· Jul 27, 2026