HeyJaredThe Curious Compounder
Seeking compound returns. This substack will feature company deep dives, thoughts on markets, the ongoing search for attractive risk / reward and will keep asking questions.
- Indexed issues, last 90 days
- 1
- Latest publication
- Aug 21, 2026
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- Aug 21, 2026
Latest issues
Intercontinental Exchange (ICE): Inside the ICE House (opens the original)
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Share Price: $160 Mkt Cap: $86,000m ADV: $700mIntercontinental Exchange (ICE), under the leadership of its founder and CEO Jeff Sprecher, has built a rare combination of financial-infrastructure assets. Its Exchanges business benefits from a high-margin, self-reinforcing liquidity moat; Fixed Income & Data Services provides sticky, recurring data and workflow revenues; and Mortgage Technology offers exposure to the structurally growing digitisation of the US mortgage market, albeit at lower marg
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