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Moody's: The Perpetual Cash Flow Machine
Seeking Alpha· 2025-09-06 01:24
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 17:17
公司观点 - 对Expeditors (NYSE: EXPD)持乐观态度 主要基于其卓越的股本回报率以及股票相对于市场的持续低估 [1] - S&P 500的市盈率倍数较高 而Expeditors的估值更具吸引力 [1] 投资背景 - 作者长期投资经验超过20年 并管理家族资金 [1] - 作者曾在上市公司和私营企业担任高级财务职位 [1]