medium · Market Microstructure

A 'Value Trader' calculates that ZXC is worth $60 based on earnings data. The current market price is $55. The trader's total estimated cost to trade (spread + impact) is $1 per share.

Why might the trader still choose NOT to buy?

  1. Regulation NMS bars traders from trading against fundamental value.
  2. The mispricing does not exceed the required 'margin of safety' (risk premium)
  3. They are acting as a passive market maker and must stay inventory-neutral.
  4. The effective spread on ZXC is currently too narrow to be worth crossing for this trade

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