Moody's: Upside Still Attractive Over The Next 2 Years
I gave a buy rating for Moody’s Corporation (NYSE: MCO ) previously, as this is a business that can command pricing power, and should the macro environment get better, I think there is more room for upside. My currentI’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, rei ...