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Citigroup beats analysts’ expectations for profit and revenue on gains from the initial public offering of electronic bond trading platform Tradeweb.
That Tradeweb is up 75% since IPO. I wanted to buy some but got a small position thinking it listed fairly expensive. It's just kept going up tho like a lot of this year's IPOs. I think it's getting compared to MarketAxess which is a similar business and is up 600% the last 5 years. Tradeweb doesn't have as good of margins tho.. think it's too run up. There are a ton of new IPOs up 100% YTD now. Anything in payments or fin techy seems to be doing really well ytd. FDC, GPN, mktx. even just Mastercard is up 50% already this year. I sold some of my holdings in this area. [Reply]
So ... Nflx? Down 11 percent but the analysts still love it. Time to buy some?
I've never held any of the stock. It seems like the business model is replicable and they don't pay a dividend. Competition is pouring into their space and they're apparently losing rights to a couple of their key reruns. But I sure would have gotten rich if I had bought some ten years ago.
I feel like I should buy some, but I can't figure out why they're golden. [Reply]