Moody’s CEO to step down at end of year, COO to succeed him:https://www.businesswire.com/news/home/20201022005348/en/Moody%E2%80%99s-Announces-Leadership-Succession …
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I think this is a potential positive catalyst. MCO needs mgmt to get back on the front foot in communicating the potential of areas like data services within their biz model.
Agreed. The spread bw $MCO and $SPGI has widened bc even though ratings at both firms are gangbusters this year, S&P Global has more exposure to the index/passive investing space and is getting more love for it:pic.twitter.com/CzGRsbPOSh
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I guess that's the "Warren Buffett owns it" premium?
End of conversation
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