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Moody's: The Perpetual Cash Flow Machine
Seeking Alpha· 2025-09-05 17:24
Let’s say you are casually hiking in the Nevada dessert one day, near Area 51, and you come by a strange looking box. It’s a large box, but it fits in the back ofStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MCO, SPGI either through ...
Expeditors: An Under-The-Radar Compounder
Seeking Alpha· 2025-07-03 09:17
Core Viewpoint - The analysis presents a bullish outlook on Expeditors (NYSE: EXPD), highlighting its exceptional returns on equity and the stock's persistent undervaluation compared to the market [1]. Financial Performance - Expeditors has demonstrated phenomenal returns on equity, which is a key factor in the positive investment outlook [1]. Market Comparison - The stock is noted to be undervalued relative to the S&P 500, which is trading at a higher PE multiple, suggesting potential for price appreciation [1].