1️⃣ Why am I making this trade now?

I am starting a new position in Intercontinental Exchange. ICE is a highly resilient business model with high margin and recurring revenue streams across its fixed income, data services, and mortgage technology segments. Buying now allows me to buy into a wide moat infrastructure asset company at the core of global financial markets. 

2️⃣ What’s my plan from here?

I will continue to monitor ICE's quarterly earnings performance across its global energy and financial markets. If core operating margins remain stable and cash flow generation continues to be healthy, I will continue to hold and potentially add more to my position to make it a long term holdings.