This episode is brought to you by:
Tegus. Tegus, the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can’t be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick.

Show Notes

(00:02:30) - (First question) - Introducing Moody's and its operations

(00:05:13) - Analyzing Moody’s revenue structure

(00:06:13) - Highlighting Moody's business strengths

(00:07:40) - Discussing Moody’s business model transformation

(00:12:29) - Evaluating entry barriers in Moody’s field

(00:17:06) - Exploring the network effects within the company

(00:23:01) - Examining Moody’s profit margins

(00:26:26) - Comparing Moody’s to S&P Global

(00:28:08) - The impact of the financial crisis on Moody's

(00:29:46) - Assessing economic sensitivities affecting Moody's

(00:35:25) - Key takeaways from Moody’s business strategies