AIVL0.270%
as of Oct 23
MSCI
GrowthMSCI INC
MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct.
Close · 3M
+0.73%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals7
Win rate86% (6/7)
Avg buy return+7.44%
AIVL · Weight increase · 3d
weight 0.250% → 0.271% (+0.020 pp)·stock up 11.6% in the 30 days before
Oct 22·entry $620.24·now $615.62Fresh
-0.74%
since Oct 22
AIVL · Weight increase · 2d
weight 0.250% → 0.265% (+0.015 pp)·stock up 10.1% in the 30 days before
Oct 21·entry $604.46·now $615.62Fresh
+1.85%
since Oct 21
AIVL · Weight decrease · 2d
weight 0.255% → 0.250% (-0.004 pp)·stock up 1.9% in the 30 days before
Oct 19·entry $563.49·now $615.62
+9.25%
since Oct 19
AIVL · Weight increase · 2d
weight 0.250% → 0.253% (+0.003 pp)·stock up 1.3% in the 30 days before
Oct 8·entry $561.67·now $615.62Drifting
+9.61%
since Oct 8
AIVL · Weight increase · 2d
weight 0 → 0.251% (new)·stock down 3.9% in the 30 days before
Oct 5·entry $552.35·now $615.62Chased
+11.45%
since Oct 5
AIVL · New entry · 1d
weight 0 → 0.247% (new)·stock down 4.4% in the 30 days before
Oct 2·entry $535.95·now $615.62Chased
+14.87%
since Oct 2
PQUS · New entry · 1d
weight 0 → 0.100% (new)·stock down 0.9% in the 30 days before
Aug 28·entry $570.76·now $615.62Drifting
+7.86%
since Aug 28
PQUS · Exit · 1d
weight 0.080% → 0 (exited)·stock down 1.7% in the 30 days before
Jul 31·entry $572.24·now $615.62
+7.58%
since Jul 31
PQUS · Weight decrease · 2d
weight 0.240% → 0.210% (-0.030 pp)·stock down 5.0% in the 30 days before
Jul 23·entry $552.51·now $615.62
+11.42%
since Jul 23
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Oct 4
AI ETFs, specifically AIVL, have recently initiated a position in MSCI, with other AI funds also holding the stock. This activity stands in contrast to the Buffett-style framework's verdict, which concludes as a "Fail" primarily due to the current valuation not offering a sufficient margin of safety.
- Circle of CompetenceMSCI's subscription-based model for global indexes and analytical tools provides stable and predictable unit economics, allowing for reasonable projection of future cash flows.
- Economic MoatMSCI benefits from powerful switching costs and brand power due to its industry-standard indexes, making it difficult and costly for clients to migrate to competitors.
- ManagementThe provided data does not offer sufficient detail to assess management's candor, capital allocation discipline, or 'skin in the game'.
- Financial HealthWhile the recent ROE of 108.67% is exceptional, there is insufficient data to assess 10-year ROE consistency, operating margin trends, debt manageability, or owner earnings.
- Margin of SafetyThe current price multiples (PER 28.69, EV/EBITDA 30.14) suggest the company is priced as a quality business, but without a clear discount to a conservative estimate of intrinsic value, a margin of safety is not apparent.
MSCI operates a predictable business with a strong economic moat, aligning with desirable qualities for long-term investment. However, a complete assessment of its financial health was not possible with the available data, and its current market valuation does not appear to offer a defensible margin of safety. Consequently, the company fails to meet all the stringent criteria of this value-investing framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.