Moody's Corporation: Solid Moat With Strong Pricing Power
I recommend a buy rating for Moody's Corporation (NYSE: MCO ). In my view, MCO is one of the businesses that has the best moat in the market, with strong pricing power. I have a positive outlook for both segments, and I'm a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, re ...