Facing pressure from AI disruption fears in market intelligence, but management is fighting back with buybacks and robust segment growth.

Provider of essential decision-grade data; brand-name reliability protects it from being displaced by AI.

Viewed as a stable investment with moderate recent gains, though not a high-growth winner yet.

Identified as a primary rating agency; the absence of their ratings in the private credit sector shifts risk assessment to individual investors.

Gained 4% during the market recovery period.

Diversified ratings agency trading 28% off its high; viewed as a high-moat business.

Identified as a preferred 'toll-bridge' stock with a strong moat and more stable relationship with regulators compared to FICO.

Considered a high-conviction quality name with resilient free cash flow in volatile macro environments.

Part of the software sell-off where AI fears are viewed as an overreaction, creating value.

Stock is down 19% due to AI fears, which the host views as a major buying opportunity. The argument is that its curated, trusted data provides a context layer that AI cannot replicate.