Moody's And The Stargate Project: A Potential Catalyst No One Is Talking About

Earnings Season and Market Trends - The current earnings season is unfolding, with significant attention on the emerging threat of DeepSeek [1] - The new frenzy around DeepSeek might indirectly create a strong tailwind for Moody's Corporation [1] Investment Strategy - The focus is on long-term growth and dividend growth investing, targeting undervalued stocks and high-quality dividend-growing companies in both the US and European markets [1] - Profitability is emphasized as a safer driver of gains compared to low valuation, with importance placed on margins, free cash flow stability and growth, and returns on invested capital [1] - Research is conducted within areas of competence, with a preference for high-quality companies that warrant in-depth analysis [1]