看多 (0)
该周期暂无看多观点。
MCO
- 最新收盘
- $458.69
- -6.9% 自 2025-10-09
- 观点
- 3
- 观点倾向
- 看多 2看空 1
行情与观点
- 看多
- 看空
- 双向
美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
观点概览
2026-10-03 – 2026-10-09
看空 (0)
该周期暂无看空观点。
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.
