-
Posted by
Two Blokes Apr 18 -
Filed in
Stock
-
4 views
MSCI's asset-light business model, high client switching costs, and minimal tariff impact make it a preferred investment during market turmoil. The shares remain undervalued, trading at a 30.9x price-to-free cash flow, with a 14.6% upside potential based on a FCF discounted valuation. Risks include potential revenue impact from dropping AUMs and the uncertain future of ESG investments, including Europe, due to geopolitical shifts.
