London Stock Exchange Group
LON
position
long
Gavin Baker, Atreides Management
Thesis
The London Stock Exchange Group is trading at a modest multiple for what is considered an excellent business. The investor believes that both its earnings power and business quality are significantly higher than the market currently perceives.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The assertion about the London Stock Exchange Group's earnings power and business quality remains unverified without further context or results. Therefore, the confidence in the outcome is low.
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