Stock Detail
$MSCI
Financial Services · 5 tracked mentions in the last 90 days across 2 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
MSCI leans undervalued across 3 creators and 3 classified valuation claims, with 2 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: multiple relative
Now, we've seen over the last near two years, this one's trading at a discount, whilst the underlying fundamentals only continue to rise. And my base ECF assumes 12% cash flow growth, an 8% discount rate, and 3% perpetual growth. Now, this produces a value of $684, which equates to around 20% upside.
Explicit claim • strong conviction • basis: explicit term
To me, this looks like it's fairly priced. It definitely could be cheap and that's why Bur and Leelu are getting into it.
Implied claim • weak conviction • basis: quality at discount
But again, I don't think that an increase of like um 50 $60 million um annually in one year in a whole year is actually worth a sell off of 11% or even more than that. But with that, let's get into the KPIs a bit.
Mention History
Latest mentions across all history
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