Moody's U.S. Debt Downgrade: Stocks Poised To Benefit

Core Insights - The article discusses the author's background as a value investor with experience in private credit and commercial real estate financing, highlighting a focus on classical value ratios for portfolio selection [1] Group 1: Company Insights - The author has previously worked with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, Durst Organization, and Fortress Investment Group, indicating a strong network within the industry [1] Group 2: Investment Position - The author holds long positions in several major companies including Johnson & Johnson (JNJ), Apple (AAPL), Microsoft (MSFT), Berkshire Hathaway (BRK.B), and Alphabet (GOOGL, GOOG), suggesting a diversified investment strategy [2]