Positive (0)
No positive opinions in this period.
MCO
- Last close
- $458.69
- -6.9% since 2025-10-09
- Opinions
- 3
- Sentiment
- Buy 2Sell 1
Price & Opinions
- Positive
- Negative
- Mixed
USD · Avatars mark creator views: green ring positive, red negative, amber both
Opinions on non-trading days appear on the next trading session.
Opinion overview
2026-10-03 – 2026-10-09
Negative (0)
No negative opinions in this period.
Maybe FICO, SPGI or Moody's you could probably pass on; there's a lot of overlap, even though all three are great cash flow businesses.
Moody's, Texas Roadhouse and Duolingo are smaller positions of mine, and I'm bullish on all of these positions.
Moody's sell-off over FactSet is overstated; it has unique data FactSet doesn't, and I expect this company to do well over the next 5 years, so it's a hold at the current valuation.
