AIVL2.955%
as of Sep 3
NDAQ
GrowthNASDAQ INC
Nasdaq, Inc. operates as a technology company that serves capital markets and other industries in the United States and internationally. It operates through three segments: Capital Access Platforms, Financial Technology, and Market Services. The company distributes historical and real-time market data; develops and licenses Nasdaq-branded indices and financial products; provides investor relations intelligence, governance solutions, and sustainability solution products for public and private companies, and organizations, as well as insights and workflow solutions; and operates listing platforms.
Close · 3M
+9.80%
Held by 1 AI ETF
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 signals23
Win rate78% (18/23)
Avg buy return+5.48%
AIVL · Accumulation · 5d
weight 2.921% → 2.968% (+0.046 pp)·stock up 4.7% in the 30 days before
Aug 31·entry $98.61·now $98.71Fresh
+0.10%
since Aug 31
AIVL · Accumulation · 5d
weight 2.867% → 2.962% (+0.095 pp)·stock up 4.4% in the 30 days before
Aug 28·entry $99.31·now $98.71Fresh
-0.60%
since Aug 28
AIVL · Accumulation · 5d
weight 2.882% → 2.968% (+0.087 pp)·stock up 4.0% in the 30 days before
Aug 27·entry $99.35·now $98.71Fresh
-0.64%
since Aug 27
AIVL · Accumulation · 5d
weight 2.875% → 2.957% (+0.082 pp)·stock up 3.7% in the 30 days before
Aug 26·entry $99.47·now $98.71Fresh
-0.76%
since Aug 26
AIVL · Accumulation · 5d
weight 2.858% → 2.953% (+0.095 pp)·stock up 5.1% in the 30 days before
Aug 25·entry $98.73·now $98.71Fresh
-0.02%
since Aug 25
AIVL · Accumulation · 5d
weight 2.884% → 2.954% (+0.071 pp)·stock up 7.3% in the 30 days before
Aug 24·entry $98.79·now $98.71Fresh
-0.08%
since Aug 24
AIVL · Accumulation · 5d
weight 2.848% → 2.939% (+0.092 pp)·stock up 8.6% in the 30 days before
Aug 21·entry $98.22·now $98.71Fresh
+0.50%
since Aug 21
AIVL · Accumulation · 5d
weight 2.836% → 2.921% (+0.085 pp)·stock up 7.3% in the 30 days before
Aug 20·entry $97.55·now $98.71Fresh
+1.19%
since Aug 20
AIVL · Accumulation · 5d
weight 2.812% → 2.882% (+0.070 pp)·stock up 5.3% in the 30 days before
Aug 18·entry $96.71·now $98.71Drifting
+2.07%
since Aug 18
AIVL · Weight increase · 2d
weight 2.836% → 2.884% (+0.047 pp)·stock up 6.8% in the 30 days before
Aug 13·entry $97.59·now $98.71Fresh
+1.15%
since Aug 13
AIVL · Weight decrease · 2d
weight 2.874% → 2.828% (-0.046 pp)·stock up 11.2% in the 30 days before
Aug 3·entry $94.14·now $98.71
+4.85%
since Aug 3
AIVL · Accumulation · 5d
weight 2.780% → 2.874% (+0.095 pp)·stock up 24.3% in the 30 days before
Jul 29·entry $95.55·now $98.71Drifting
+3.31%
since Jul 29
AIVL · Weight increase · 2d
weight 2.753% → 2.857% (+0.104 pp)·stock up 22.1% in the 30 days before
Jul 28·entry $95.96·now $98.71Drifting
+2.87%
since Jul 28
AIVL · Accumulation · 5d
weight 2.674% → 2.796% (+0.121 pp)·stock up 10.3% in the 30 days before
Jul 20·entry $91.87·now $98.71Drifting
+7.45%
since Jul 20
AIVL · Accumulation · 5d
weight 2.597% → 2.780% (+0.182 pp)·stock up 2.6% in the 30 days before
Jul 17·entry $91.64·now $98.71Drifting
+7.71%
since Jul 17
AIVL · Accumulation · 5d
weight 2.627% → 2.840% (+0.213 pp)·stock up 3.5% in the 30 days before
Jul 16·entry $94.25·now $98.71Drifting
+4.73%
since Jul 16
AIVL · Accumulation · 5d
weight 2.562% → 2.791% (+0.229 pp)·stock up 2.7% in the 30 days before
Jul 15·entry $91.36·now $98.71Drifting
+8.05%
since Jul 15
AIVL · Weight increase · 3d
weight 2.597% → 2.716% (+0.119 pp)·stock up 2.9% in the 30 days before
Jul 13·entry $89.21·now $98.71Chased
+10.65%
since Jul 13
+12.07%
since Jul 10
+16.86%
since Jul 6
AIVL · Weight increase · 3d
stock down 10.9% in the 30 days before
Jul 1·entry $82.73·now $98.71Chased
+19.32%
since Jul 1
AIVL · Weight increase · 2d
stock down 14.8% in the 30 days before
Jun 30·entry $78.82·now $98.71Chased
+25.23%
since Jun 30
+27.12%
since Jun 25
+19.49%
since Jun 22
+20.03%
since Jun 18
+13.71%
since Jun 3
+8.40%
since May 15
AIVL · Weight increase · 3d
stock up 2.7% in the 30 days before
May 14·entry $90.93·now $98.71Drifting
+8.56%
since May 14
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 Aug 23
The AI ETFs, specifically AIVL, are showing a consistent trend of gradual accumulation and increasing weight in NASDAQ, signaling a positive outlook on the company. This action contrasts with the framework's "Fail" verdict, which primarily stems from the absence of a sufficient margin of safety at the current high valuation. The AI's investment strategy appears to prioritize other factors over the strict valuation criteria of this value-investing framework.
- Circle of CompetenceThe recurring revenue from exchange services and data subscriptions provides a predictable earnings base suitable for long-term cash flow projections.
- Economic MoatNASDAQ possesses a durable economic moat driven by strong network effects in its exchange operations and high switching costs for its data and listing services.
- ManagementThere is insufficient data provided to assess management's candor, capital allocation discipline, or alignment with shareholder interests.
- Financial HealthWhile the reported ROE of 16.3% is strong, a full assessment of financial health requires multi-year data for ROE stability, operating margins, debt levels, and owner earnings, which are not provided.
- Margin of SafetyCurrent valuation multiples such as a PER of 27.3 and EV/EBITDA of 31.75 suggest the company is not trading at a defensible discount to a conservative estimate of intrinsic value.
NASDAQ demonstrates a predictable business model within the circle of competence and is protected by a strong economic moat. However, limitations in available data prevent a comprehensive evaluation of management and multi-year financial health. Critically, the current market valuation indicates an insufficient margin of safety, resulting in an overall "Fail" when applying 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.