What top creators are saying about Moody's Corporation(MCO)

Despite a nearly 5% daily gain, the host considers the stock mostly around fair value.

Mentioned among TCI's reported holdings, without an investment recommendation.

The speaker likes the business but considers the stock near fair value, roughly 1–2% overvalued, and is holding off on additional purchases.

Mentioned as an example of a hedge-fund holding, with no company-specific investment analysis.

The ratings business benefits from a duopoly, but the discussion flagged interest rates and AI-related concerns about software businesses.

Listed as an example institutional 13F holding; no company-specific investment view was provided.

Its powerful market position is tempered by sensitivity to higher interest rates, which can slow bond issuance; earnings exceeded the year-ago level but missed consensus.

The host considers Moody's a particularly strong, durable investment, citing proprietary data, trusted branding, and integration with business APIs, with confidence in its long-term prospects.

Mentioned as being exposed to higher interest rates and changes in lending and financial-market activity; no specific investment stance was provided.

The host expects Moody's to do well over time but considers S&P Global the better value.

Contractually mandated institutional ratings and authoritative financial datasets remain shielded from AI disruption.

Dependable business model with conservative double-digit compounding potential (12.1% CAGR) at $375.

Referenced as a past successful long-term holding in Chris Hohn's concentrated portfolio

Serves as a resilient long-term compounder protected by high operating margins, pricing power, and regulatory entrenchment in credit ratings.

Duopoly status and pricing power remain intact despite AI disruption fears, with P/E compression offering an attractive entry point.

Benefiting from the rotation into durable growth, gaining 12% recently.

Face potential disruption as AI and real-time on-chain data streaming could reduce the cost of credit ratings and asset scoring by 90%.

Considered an 'establishment' institution that may be slow to recognize the value of crypto-aligned business models.

Ending of the 'issuance drought' serves as a catalyst; viewed as a recovery play by institutional investors.

Favored as a financial data provider with proprietary data advantages.

Considered an impenetrable asset due to its dominant position in the credit rating industry.

Potential target for Berkshire to increase its existing stake.

Recently reported strong results in ratings and indices, setting high expectations for the sector.

Stable high-quality compounder with a deep moat; strong earnings confirm no disruption from AI models.

Identified as a primary rating agency; the lack of their ratings on private credit deals increases investor due diligence requirements.

Recorded a 2.5% gain following the period of extreme volatility.

Preferred over FICO due to superior relationships with regulators and customers.

Suggested as a higher-quality alternative to FICO with more sustainable pricing strategies and better regulatory reputation.

Caught in the SaaSpocalypse sell-off, creating a buying opportunity due to its insulated moat.

The recent stock price drop due to AI fears is seen as a major buying opportunity. The company crushed its earnings, and its moat (proprietary data, expertise, trust) is considered durable against AI disruption.

A peer to S&P Global, the stock fell 10% in sympathy with SPGI's negative report and guidance.

At the epicenter of the sell-off (down 10%) due to AI concerns. The speaker continues to hold the position, indicating a neutral 'hold and monitor' stance.

The primary driver for the company is the issuance of debt. The speaker believes massive free cash flow per share growth will cause the stock price to go up and does not believe it is 'dramatically overpriced'.

Mentioned as part of a group of 'financial duopolies' that were selling off due to market fears of fewer global deals and a flight from US assets.

Considered an 'indestructible' duopoly and a 'layup' investment. An analyst upgraded the stock to Buy, predicting a 'massive wave of debt issuance in 2026' that will surge its business.

Mentioned as a stock owned by the host that is positioned to benefit from a potential future environment of falling interest rates.

Mentioned as an undervalued, high-quality financial services company that has underperformed the market but is poised to benefit from tailwinds like lower interest rates (driving debt issuance) and AI cost savings.

Grouped with other high-quality financial data companies that are currently out of favor with the market and lack 'momentum,' despite having strong underlying business fundamentals.

Viewed as a very stable, high-quality 'Data-Centric Compounder' that is easy to hold long-term, even through a market crash.

Rated as a 'Hold.' The sell-off due to a competitor's weak guidance is seen as an 'overstated' fear, but the current valuation leads to a hold rating rather than a buy.

Eisman owns MCO, considering it a 'fabulous business' that operates in a duopoly with S&P, giving it significant pricing power. He invested after management turnover and changes in the market environment.

Held by high-performing investor Chris Hohn (TCI) as part of a core portfolio of 'indestructible, wide moat monopolistic companies.' The strategy is to buy and hold these high-quality businesses for the long term.

Mentioned as operating in a duopoly with S&P Global in the credit ratings business, which gives it significant pricing power and allows it to report good results.

Held in the host's growth portfolio. Noted as a financial services company with a wide economic moat, but also faces concentration risk and potential long-term risk from the rise of decentralized finance (DeFi).

Mentioned positively as a solid company that is performing well and is a good long-term holding.