- CME Group Inc. (CME)
- Intercontinental Exchange Inc. (ICE)
- Moody's Corporation (MCO)
- S&P Global Inc. (SPGI)
- MSCI Inc. (MSCI)
- FactSet Research Systems Inc. (FDS)
Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!