Moody’s Stock Analysis

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  • Опубліковано 23 гру 2024

КОМЕНТАРІ • 4

  • @MarInvesteert
    @MarInvesteert 4 місяці тому +1

    Great video! Moody's looking great. I'm gonna analyse my holdings on your thesis as well!

    • @simonseverinoold
      @simonseverinoold  4 місяці тому +1

      congrats, you are so young and already on the direct path to financial freedom!

    • @MarInvesteert
      @MarInvesteert 4 місяці тому

      @@simonseverinoold Thanks! Nice to hear from you. When i'm ready to start with sales for my product, i will contact you.

  • @simonseverinoold
    @simonseverinoold  4 місяці тому

    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.