ICE
Intercontinental Exchange Inc.
stock NYSE

Idk. In my Cybertruck it’s so comfortable and quiet and takes little effort to drive. Feels like I’m sitting at home relaxing. Tesla semi is probably the same and much more comfortable than an ICE semi. Probably no need to check air brakes, change gears, etc. 

Keine vollständige Performance-Historie, aber ein paar Wasserstände und Jahres-Entwicklungen:
> Zum Jahresende 2018 waren rund 4,3 Mrd. Euro des Fondsvermögens investiert. Dieser Betrag wurde zur Jahresmitte 2019 auf rund 9,1 Mrd. Euro verdoppelt. Die durchschnittliche Wertentwicklung auf das schrittweise aufgebaute Fondsvermögen beträgt 6,2% pro Jahr.
https://www.kenfo.de/fileadmin/user_upload/dokumente/20190723__kenfo-pressemitteilung_finanzierung-der-kerntechnischen-entsorgung-erfolgreich-angelaufen.pdf, Juli 2019
> Positive Wertentwicklung auf Finanzanlagen in 2020 in Höhe
von 8,3% [...]
> „Wir haben das schwierige Corona-Jahr 2020 geschäftlich mit einem guten HGB-Ergebnis von rund 120 Mio. Euro und mit einem sehr soliden Anlageergebnis von 8,3% abgeschlossen. Allein in den ersten 5 Monaten in diesem Jahr hat der KENFO auf sein investiertes Vermögen einen Wertzuwachs von 4,4 % erzielt.“
https://www.kenfo.de/fileadmin/user_upload/pressemitteilungen/kenfo_pressemitteilung_kenfo_schliesst_corona_jahr_2020_mit__plus.pdf, Juni 2021
> Laut Jahresbilanz 2022, so der Bericht von „Report Mainz“, hat der Fonds bei Staatsanleihen von Industrienationen 16,5 Prozent an Wert verloren, bei Aktien und sogenannten REITs (börsennotierten Immobilien-Investmentgesellschaften) 15,7 Prozent. Damit hat der Fonds bei seinen Aktien-Investments schlechter abgeschnitten als der Dax mit minus 12,3 Prozent und MSCI World mit 12,8 Prozent. [...]
> Die Benchmark des Fonds (aggregiert aus den Inidzes MSCI All Country World Investable Market, MSCI Europe Investable Market und ICE BofA Global Broad Market EUR hedged) habe im selben Zeitraum schlechter abgeschnitten – so dass der Kenfo demgegenüber sogar eine Outperformance erwirtschaftet habe.
https://www.private-banking-magazin.de/portfolio-aktien-kenfo-verliert-mehr-als-3-milliarden-euro/, Juni 2023
> „Unser Portfolio hat eine leicht bessere Wertentwicklung als das Referenz-Portfolio erzielt und das bei einem im Vergleich deutlich geringeren Risiko. Auch die spezialisierten Asset Management-Gesellschaften, die wir beauftragt haben, generierte einen spürbaren Mehrwert. Dadurch erzielten wir in Summe eine um 1,03% höhere Rendite als unsere Benchmarks“, erläuterte Mikus. Mit einer Gesamtrendite von 11,1% übertraf der KENFO die für das Stiftungsziel notwendige Rendite um fast sieben Prozentpunkte.
https://www.kenfo.de/fileadmin/user_upload/pressemitteilungen/kenfo_pressemitteilung_ausgewogene_anlagestrategie_des_kenfo_zahlt_sich_aus_03072024.pdf, Juli 2024

ALDI also being put in charge of ICE.

ICE raids several homes for having 7 layer dip

Doesn’t even need FSD. I’m a Tesla owner and Teslas are great cars, but boring AF.  Basically 1 pedal driving.  It’s not the same as a driving a manual. I’m sure manual transmission semi drivers also fall asleep, but it’s just easier in a Tesla since it’s less engaging.  It’s probably also quieter than an ICE semi. 

He bought a shitload of stock of the company that makes Tasers shortly before they announced a massive deal for ICE to purchase a ton of tasers.
There's a story like this for Trump and/or one of his kids almost every week.
In reality, the company probably gave him a bunch of cash just to convince him to do the deal with them, too. So he's getting bribes to do deals, and then making a bunch by insider trading, as well.
Anyone who thought Trump was going to drain the swamp was, to be blunt, a complete ignoramus. He has done this type of stuff his whole life. It's literally what his wealth was based on in the first place. It was always completely ridiculous to believe that he would stop behaving like this when he controlled the decisions and had no one stopping him from doing it.

Toyota also doesn’t really believe in EVs. Hybrids and hydrogen, but some form of ICE engine.

Fml
We need to create a massive police force with all ICE funding, where data literate people track down data illiterate posters and put them in a camp, a part time camp....we will call it High School.

Anthropic and OpenAI both developed their models with 0 dollars from US govt. They were private entrepenuers who raised funds from Google, Microsoft and other private venture capitalists. Later on when the technology was developed enough, the US govt jumped in and now they control if the AI models can be sold or not.
Our Indian govt and politics is still a clownfiesta sure but dont idolize US govt, which was led by Trump back in 2016-20 like some visionaries. Their whole govt motto is create division betweenr races, deport people, Send ICE agents that is just like the Hindu-Muslim drama in our place.

#MORGAN FREEMAN IS A FUCKING N>!ICE GUY!<

There should be a serious discussion on how Detroit has largely struggled to consistently produce vehicles that dominate their class (remove trucks and most SUVs and I’d argue very little of Detroit’s products are consider best in class).
Politics aside, the fact that Tesla and Rivian can exist should be a strike against Detroit’s operation strategy. 
I know there are politics, and the shifting from ICE to EV has been a burden on nearly all automakers globally. 
But as an American, I’d absolutely love to buy American. And when I really look at what is best for my family, my wallet, and my strategy - Detroit’s lineup misses

Yesterday’s news said Trump’s family account bought up to **$5M** worth of **AXON**. Today the stock is ripping after reports that ICE is seeking a **$220M** contract with the company. Went all in this morning. Zero to hero trade. Let’s see where it goes

interesting, the prediction markets are messing with the valuations of the exchanges -- ICE, CME, CBOE -- and the traditional gambling stocks ... VICI will be fine, maybe buy on the dips from time to time

Do shops like Sig make money by quoting on big venues like CME, ICE (I'm talking about initiating, not hedging), or do they make more cash by balancing skilfully their positions acquired on other venues with bigger spreads ?

ICE vehicle…
Loud, stinks, pollutes the environment, force you to go to the gas station. Oil change. Yuck. No, fuck no.

How do you feel about companies like ICE which basically have data and volume as their moat?

I really like $ICE. $NDAQ is a very good stock too. Apparently they dived because of 1)AI disrupting software (both own software technology) and 2)prediction markets threatening they capital market infrastructures.
$ICE is to me the perfect example of a good compounder at an excellent price, $NDAQ a bit more growth stock but excellent fundamentals. I’d prefer less debt but they use it to fund acquisition that are actually very profitable.
In the capital market infrastructure sector I stumbled across £LSEG, that is also a good stock, dirty cheap, but overall I prefer the moat of $NDAQ and $ICE. At least in the long run.

Art of the ~~Deal~~ Reatard
Also they spent more than the money they took in with tariffs on ICE and Iran war so the consumer gets fucked again with that.

Long ICE, META and SPGI. Exchanges are down because they of AI and lacking betting infrastructure. Great time to buy

Hi guys , i have a special interest in quality compounder and i’ve been refining my watchlist lately, focusing on compounders that are currently out of favor. We all know that if a stock price *only* went up, it would be priced to perfection, leaving no margin of safety for us. Sometimes a drawdown is just a necessary multiple re-rating; other times, it’s a warning sign of a broken thesis.
The real challenge for a value investor is identifying when the "pain" is just noise and when the moat is actually evaporating. I'm interested in companies where the fundamentals remain rock-solid, but the market is currently punishing them due to macro headwinds, temporary margin compression, or just overly high expectations that are finally resetting.
I'm currently looking at these companies and i believe that regardless of the current drawdown, fundamentals are intact and these remain strong long-term plays.
 **$SPGI**
 **$MELI**
 **$META**
 **$MSFT**
 **$CPRT**
**$ CSGP**
**$ TSCO**
**$ ICE**
**$ CBOE**
**$CME**
(I'm intentionally avoiding Netflix, as I don't see an impenetrable moat, and I'm steering clear of most pure-play software, as I find it hard to distinguish between true competitive advantages and "feature-based" businesses that can be disrupted overnight.)
**I’m curious to hear your take:**
How do you personally stress-test whether a drawdown is a buying opportunity or the beginning of a terminal decline? When a high-quality name drops, what specific KPIs or red flags do you look for to confirm that the business model is still intact, rather than just "hoping" for a turnaround?
Which beaten down quality stock are you monitoring right now ?