ICE
Intercontinental Exchange Inc.
stock NYSE

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 ?

Interesting that stonks are up but ICE, TW and NDAQ exchanges are all near 52 week lows.
Maybe that says we're in low volume rally driven not by institutions, but by retail traders.

$CXW $GEO — ICE's warehouse plan failed. Plan B is buying private prisons. Benchmark PT upgraded to $36

$CXW $GEO — ICE's warehouse plan failed. Plan B is buying private prisons. Benchmark PT upgraded to $36

Links:

· Benchmark $36 PT / 80% / $680M: [https://www.investing.com/news/analyst-ratings/benchmark-raises-corecivic-stock-price-target-on-detention-demand-93CH-4762738](https://www.investing.com/news/analyst-ratings/benchmark-raises-corecivic-stock-price-target-on-detention-demand-93CH-4762738)

· Axios — ICE Plan B, 10 turnkey facilities, 0/11 warehouses operating: [https://www.axios.com/2026/05/07/ice-immigrant-detention-private-contractors](https://www.axios.com/2026/05/07/ice-immigrant-detention-private-contractors)

· Jun 25 Mullin hearing (C-SPAN): [https://www.c-span.org/event/house-committee/homeland-security-secretary-mullin-testifies-on-dhs-oversight/444301](https://www.c-span.org/event/house-committee/homeland-security-secretary-mullin-testifies-on-dhs-oversight/444301)

· Jun 11 Appropriations schedule (Wayback): [https://web.archive.org/web/20260611135716/https://appropriations.house.gov/schedule/hearings](https://web.archive.org/web/20260611135716/https://appropriations.house.gov/schedule/hearings)

There are jobs if you are H1b enough or if you work in low-level health care or if you can speak spanish and want a job with ICE.

Nun sitze ich hier, nach dem gestrigen Spiel, in einem verspäteten ICE mit einer Wifi-Leistung die gerade mal für Reddit reicht und scrollle (sehr stockend) durch diverse Pressemeldungen: Sozialbeiträge rauf, Steuern rauf, Kündigungsschutz runter und so gut wie alle Stellen ohnehin bedroht.
Ich bin an sich kein negativer Mensch, aber die Lust nach Aufbruch kommt nicht wirklich auf. I simply don't care anymore! Ausland, Teilzeit, ... wäre alles möglich. Bin ok aufgestellt, aber das kann es ja irgendwie auch nicht sein.
Was würde euch ein Signal geben, dass da noch was geht in DE? Muss nicht konkret sein. Einfach einen (symbolischen) Impuls.
Oder habt ihr auch schlicht abgeschlossen?
PS: Titel ist aus der spanischen Presse im Bezug auf das Ausscheiden im Elfmeterschießen gestern. Finde darin jedoch vieles von DE wieder.

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 ?

Interesting that stonks are up but ICE, TW and NDAQ exchanges are all near 52 week lows.
Maybe that says we're in low volume rally driven not by institutions, but by retail traders.

$CXW $GEO — ICE's warehouse plan failed. Plan B is buying private prisons. Benchmark PT upgraded to $36