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MKTX · MarketAxess Holdings $163.31 -0.00 (-0.00%) 2026-SEP-18 12:47 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA2 mentions
2026-AUG-30 · Pieter Slegers · Compounding Quality (Substack, paid post) · Neutralmention · read ↗ · source page ↗$162.55

In short: Fourth-best performer at +42.4% — having been the fourth-worst in July. On the all-three-methods sheet at a 19.5 forward PE against a 39.9 average. No commentary offered.

SOD $162.55 (open 2026-AUG-27)
2026-JUL-19 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$116.45

In short: Fourth-worst performer at -12.2%. An electronic bond-trading venue — another transaction toll — but it draws no commentary here.

SOD $116.45 (open 2026-JUL-17)

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.