Is $MSCI Overdue for a Re-Rating?

Long_Equity
01-17

1.I recently added four new companies to my Global Compounders Database:

$MarketAxess(MKTX)$ , $PTC Inc(PTC)$ , $GOODWIN PLC(GDWN.UK)$ and $Elmos Semiconductor AG(ELTTF)$ .

2. $MSCI Inc(MSCI)$

Is MSCI overdue a re-rating? Unlike other high quality growth companies,

MSCI often sees its share price grow at a slower rate than its FCF. Consequently, FCF yield has been steadily going up over the last few years.

3. $Lam Research(LRCX)$

Lam Research is up 35% since I first entered in 2 months ago. Positions in green have been held less than 1 year.

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