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HideNotSlide's profile
Hide Not Slide
Hide Not Slide
Hide Not Slide
@HideNotSlide

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Hide Not Slide

@HideNotSlide

Helping investors become smarter & more informed about exchanges.

LOST IN THE CITADEL SECURITIES
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    1. Hide Not Slide‏ @HideNotSlide 22 Oct 2020

      🚨 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 …

      2 replies 0 retweets 8 likes
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    2. FinSkirt‏ @FinSkirt 22 Oct 2020
      Replying to @HideNotSlide

      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.

      1 reply 0 retweets 4 likes
    3. Hide Not Slide‏ @HideNotSlide 22 Oct 2020
      Replying to @FinSkirt

      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

      1 reply 0 retweets 1 like
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    5. Hide Not Slide‏ @HideNotSlide 22 Oct 2020
      Replying to @ShitFund @FinSkirt

      I guess that's the "Warren Buffett owns it" premium?

      1 reply 0 retweets 1 like
    6. This Tweet is unavailable.
      Hide Not Slide‏ @HideNotSlide 22 Oct 2020
      Replying to @VegaVandal @ShitFund @FinSkirt

      Ive looked at this historically - at least today, the businesses are very similar margins/size wise Personally id choose $SPGI if forced to buy one todaypic.twitter.com/dAiWd1JPul

      4:23 PM - 22 Oct 2020
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      • Andy
      1 reply 0 retweets 1 like
        1. FinSkirt‏ @FinSkirt 22 Oct 2020
          Replying to @HideNotSlide @VegaVandal @ShitFund

          Completely agree. Both are fantastic biz models but SPGI has a much stronger set of non-ratings businesses.

          0 replies 0 retweets 4 likes
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