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.