MCO - Moody's Corporation

Moody's is mentioned as the main comparable company with a forward P/E of 28, 5 points higher than S&P Global. The valuation gap may close if S&P Global executes its spin-offs, making Moody's relatively less attractive at this point.

Despite the AI disruption fear, Moody's moat is its brand/credibility, not technology. Revenue is still growing at 15% and margins are at all-time highs. He seems constructive but gives no explicit buy call.

Credit rating agency benefiting from AI-driven debt cycle; credit rating segment growing ~25%. Host calls it a green flag.

Similar to S&P Global, Moody's is criticized for diversifying into lower-margin analytics and moving away from its crown-jewel ratings duopoly, which is presented as a red flag.

Moody's is already thriving and printing cash as a clear beneficiary of rising debt and AI-driven credit rating demand, despite the stock being down.

Cited as a good example of a company with real pricing power, able to raise ratings prices 1-2% above inflation for 15-20 years.

Used as a prime example of strong pricing power and high gross margins, allowing it to raise prices above inflation.

Mentioned positively as benefiting from AI tailwinds and strong earnings, but no trade made.

Strong beneficiary of AI-related debt issuance. Expects a stellar earnings report with margin and revenue growth.

Cited as an example of a company with sustainable pricing power, raising prices slightly above inflation for over a century.