Moody's (held): Normalise, dear boy, Always Normalise + A Short Update on Coverage, and the Portfolio
Q1 2024 Results + Newsletter Updates
Timing has certainly be my friend lately.
In early March I wrote a piece (The Modern Moody’s) describing the setup for Moody’s MCO 0.00%↑ coming out of the difficult issuance environment that started in early 2022. I purchased some shares earlier this year, my rationale for doing so was the following:
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