Non trovato

7Mes

$SPGI > $MCO: better diversification in the product segments with just as strong a moat and higher growth.
Alphabet, Meta and Uber not in the list could almost be seen as a gross crime. Especially Alphabet with sub 20PE but expected FCF CAGR of 17% over the next 5 years is a no brainer

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The W.@thewolfofallstreetz

7Mes

@intelligent_invest_99 Understandable. Personally, I prefer Moody's. According to Finchat, the growth forecasts for Moody's are more optimistic than for SPGI. Also like with Moody's the fact that they don't dilute the quality of their business model and do buybacks. On Google and Meta: If I had a choice between 100% Google or 100% Microsoft or 100% Amazon, I would choose the latter. Personally, I hardly use Google at all since the AI models. But Google has been written off 100x and they keep proving skeptics wrong, so they may well do it again. Meta will continue to work, but I prefer other companies on the list. On Uber: They've done well recently, but I don't see them as a no-brainer and they're pretty hard to predict. I would like to see the dynamics of autonomous driving for Uber first. It's not clear to me that they will benefit 100% from it. With FICO, Moody's, etc., for example, it's a different story.

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StoicPicker@StoicPicker

7Mes

@thewolfofallstreetz Google is not just Search, Youtube and GCP have broken the 100 billion revenue mark, Youtube as streaming leader ahead of Netflix and GCP as the fastest growing cloud platform suggests further growth in this area, search remains relatively stable.
Regarding Uber: Waymo deployed a fleet in Austin Texas exclusively via the Uber app just last week or the week before last. Uber's moat is their know-how for optimizing capacity utilization and for their partners like waymo and weride it is also maintenance. Uber's moat is not comparable to FICO or Moody's, but their course is very much geared towards profitability, take a look at the CAGR for EPS over the next few years on finchat.

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