Moody's: My BUY Rating On The Ratings King

Core Insights - The article emphasizes the importance of long-term value creation in investment strategies, inspired by successful investors like Buffett and Ackman [2] Investment Philosophy - The investment approach focuses on identifying and acquiring shares in "extraordinary companies" that have strong competitive advantages, such as monopolies or duopolies [2] - The strategy involves a "buy and hold" philosophy, acquiring exceptional companies when they are undervalued and retaining them to benefit from compound interest [2] Market Positioning - The targeted companies are characterized by robust competitive moats and substantial growth opportunities with predictable revenue streams [2]