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Texas Stock Exchange (TXSE)

privateNeutral

Planned new US national stock exchange headquartered in Dallas, Texas, currently in development.txse.com ↗

1 take · first discussed Jun 7, 2024

Net conviction
Neutral
Who's weighed in
Chamath
Takes
1
First discussed
Jun 7, 2024

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

ChamathChamath
Neutral

Chamath strongly supports the Texas Stock Exchange as a competitor to NYSE and NASDAQ, arguing that the duopoly has become regressive with listing requirements and that more competition will create more rational behavior benefiting companies seeking capital.

E182 · Jun 7, 20241 take ↓

The discussion

The only host on record here, Chamath, is bullish with high conviction on the Texas Stock Exchange, viewing it as a welcome disruptor to what he characterizes as a stagnant NYSE/NASDAQ duopoly. His core argument is that the two incumbents have failed to innovate and have grown regressive in their listing requirements, to the detriment of companies seeking capital. He believes the entry of a third player will introduce competitive pressure that produces more rational behavior across the exchange landscape. No other hosts' views are available to compare or contrast against Chamath's position.

How they got there

ChamathChamath1 take since Jun 7, 2024
NeutralE182Jun 7, 2024⚑

Chamath strongly supports the Texas Stock Exchange as a competitor to NYSE and NASDAQ, arguing that the duopoly has become regressive with listing requirements and that more competition will create more rational behavior benefiting companies seeking capital.

I think that the duopoly hasn't created enough competition. So the NASDAQ and New York Stock Exchange haven't innovated... I think if you have a third player, there's a chance that more competition will create more rational behavior.”1:00:11
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.