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MarketAxess $MKTX, A Developing Moat?
MarketAxess is the largest electronic bond trading platform in the world. Catering to large institutions, MarketAxess has developed an impressive network of fixed-income buyers and sellers.

As more clients join the platform, buyers are able to get the best possible prices quoted thanks to competing offers, while sellers are simultaneously able to tap into the largest possible pool of buyers. This provides a wonderful network effect which should continue to drive further customer and transaction growth over time. As all classes of bonds (High Grade, High Yield, Emerging market, Eurobonds, Municipal, and US Govt.) become traded increasingly digitally, this puts MarketAxess in the perfect position to benefit.

Here's our full episode breaking down the business: https://open.spotify.com/episode/4Tn0A5hwZNwaYchEo9xxgc?si=d6486c99fd6741ab
Spotify
MarketAxess (Ticker: MKTX) Not So Deep Dive
Listen to this episode from Chit Chat Stocks on Spotify. MarketAxess is a leading electronic trading platform that enables institutional investors to trade fixed-income securities globally with a range of tools and functionality. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nelnet. Listen closely as Brett and Ryan go through the history, financials, and future prospects of MarketAxess. Enjoy the show! ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:40) Industry | (15:43) Management & Ownership | (20:36) Earnings | (22:26) Balance Sheet | (25:23) Valuation | (26:40) Our Analysis | (28:55) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

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