Portfolio Update (00:10): Portfolio has grown from -$50,000 to $1,075,000 with a goal to double every 3.8 years. Investment Focus (00:26): Analysis of Moody’s as a potential investment, highlighting its high pricing power, data ownership, and capital-light model. Competitive Edge (03:14): Moody’s has significant pricing power, regulatory barriers, and data advantages, making market entry for competitors challenging. Financial Performance (06:10): Moody’s shows strong financial metrics with increasing free cash flow, operating income, and return on capital employed. Investor Validation (07:21): Prominent investors like Joel Greenblatt and Ray Dalio support Moody’s, reinforcing its investment potential.
Great video! Moody's looking great. I'm gonna analyse my holdings on your thesis as well!
congrats, you are so young and already on the direct path to financial freedom!
@@simonseverinoold Thanks! Nice to hear from you. When i'm ready to start with sales for my product, i will contact you.
Portfolio Update (00:10): Portfolio has grown from -$50,000 to $1,075,000 with a goal to double every 3.8 years.
Investment Focus (00:26): Analysis of Moody’s as a potential investment, highlighting its high pricing power, data ownership, and capital-light model.
Competitive Edge (03:14): Moody’s has significant pricing power, regulatory barriers, and data advantages, making market entry for competitors challenging.
Financial Performance (06:10): Moody’s shows strong financial metrics with increasing free cash flow, operating income, and return on capital employed.
Investor Validation (07:21): Prominent investors like Joel Greenblatt and Ray Dalio support Moody’s, reinforcing its investment potential.