MSCI is a long-term winner: its stable index business generates cash and its analytics/AI investments should become table stakes as AI grows. At 30 times earnings some growth is priced in and it is not cheap, but the long-term case holds.

So, Dan, I'm going a different direction. I'm going with shares, taking a look at financial data firm MSCI. Ticker, you guessed it, MSCI had a great week. Shares up nearly 10% after the company delivered a solid top and bottom line beat.

So, what does MCI do? They run more than 300,000 equity and fixed income indexes. They license them to mutual funds, ETFs, make money off of that sort of a publishing business.

They also sell a lot of analytics tools for risk managers. They have a pretty good suite of AI tools for professional investors kind of to modernize the business.

So, you have this great stable index business that is generating a lot of cash. And I like the way they're investing in analytics, investing in tech tech that these tools are going to be table stakes in years to come for our industry as AI plays a more important role.

Stock is priced at 30 times earnings. There's some growth priced in. It's not cheap, but I think MSCI is a big long-term winner for here. Everything we're talking about with AI, everything we're talking about it coming in and playing a bigger role in businesses, they're going to play a big role in that.

Dan, when Lou pitched this, I know you like a company where the name and the ticker are exactly the same.

I do like that a lot, Travis. I like a little bit of consistency, as we all well know. I also like that you, Lou, used the words great and stable in his description of MSCI. Those are some good words.

As much as I like robots and I don't really so sorry Jason but we're going to go with MSCI this time around