MSCI: Market Is Too Excited About Its Acceleration (Downgrade)

As I called out a few years ago, MSCI's valuation got ahead of itself, and the company has diluted its moat quality by entering lines of business that areI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizi ...