Moody's Corporation: Solid Moat With Strong Pricing Power

Core Viewpoint - Moody's Corporation (NYSE: MCO) is recommended as a buy due to its strong competitive moat and pricing power, indicating a positive outlook for both of its business segments [1]. Group 1: Investment Thesis - The investment approach focuses on understanding core business economics, including competitive moat, unit economics, reinvestment opportunities, and management quality, which are essential for long-term free cash flow generation and shareholder value creation [1]. - The analyst emphasizes a fundamental, valuation-driven investment strategy, particularly in sectors with strong secular tailwinds [1]. Group 2: Analyst Background - The analyst has 10 years of experience in investment banking and is currently managing personal funds, which were seeded from friends and family [1]. - The motivation for sharing insights on Seeking Alpha is to provide valuable investment analysis and receive feedback from other investors [1].