HOLD Joseph Carlson Convicción4/5 Calidad del análisis75/100 ahora
Carlson maintains a 'hold' on Moody's, citing its strong earnings beat and raised free cash flow estimates. He emphasizes the recovery in its Investor Services segment due to increased corporate debt issuance and the stable, growing subscription revenue from Moody's Analytics, positioning it as a high-quality company benefiting from long-term secular trends.
“I think Moody's is going to continue to do well as there's more and more debt in the future and data becomes more valuable.” — ▶ 22:50