Collin Cook shared a bullish thesis on Cboe Global Markets, Inc., with the share price at $255.28 on December 1st. CEO Craig Donohue outlined strategic priorities at the Barclays Financial Services Conference, focusing on long-term growth drivers and retail expansion. Data revenues are up 45% internationally, with a focus on Asia-Pacific markets.

CBOE plans to expand its retail presence through education and partnerships, with Donohue highlighting growth potential in 0DTE contracts and single-stock options. He sees room for retail growth and is cautiously optimistic about blockchain. The company remains disciplined in M&A, prioritizing deals that enhance recurring revenues and align with core objectives.

Previously, a bullish thesis on CBOE highlighted resilience during volatility and growth in retail options trading. Since then, the stock price has appreciated by approximately 20.89% due to strong trading volumes. Cook’s strategic perspective echoes this sentiment, emphasizing long-term growth priorities.

Read more at Yahoo Finance: Cboe Global Markets, Inc. (CBOE): A Bull Case Theory