MarketAxess Holdings Inc.

After a few weeks of relatively low activity, we are back!

Our next post will be a follow-up on MarketAxess ($MKTX), delving a bit deeper into the financials, the management, and the valuation.

We will also provide you an update on the SLT Core Portfolio's strategy, current positioning...

Finally, we are curious to know which of these 3 companies you would most like to read about?

I honestly prefer **$ULTA** , for the future perspective. **$FAST** is a little watch that grows well and **$TER** is quite OK, considering that the semiconductor sector offers players with a better risk and return.  I have another suggestion, if I may.  The beauty market, specifically, cosmetics is huge!  I could talk about this niche and about some companies.  There are companies that manufacture the products, that outsource, that represent the brands and several other possibilities.

Guilherme Moraes

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