Moody's

0 statements across 0 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 7, 2019 by Jonathan Tepper · said 3 times in 2 episodes since 2023 · across every show →

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brought up most by Jim Falbe (2), Rajiv Jain (1)

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Everything said about Moody's, oldest first

Oct 7, 2019 negative
Opinion
Warren Buffett Invests in Unnatural Monopolies Created by Regulatory Fiat
“Buffett tends to like what I call the unnatural monopolies, right? So he's an owner of Moody's. That only exists because it was an act of Congress which created the NRSRO designation, and it's easier to raise an armed militia in the U.S. Than it is to start a …”
Jonathan Tepper Oct 7, 2019 ▶ 46:30 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Jul 6, 2026 positive
Insight
Dorsey: Moody's and S&P Brand Moats Significantly Lower Corporate Borrowing Costs
“Moody's and S&P, there's a value to that that's been developed over time, that if people see that Moody's is rated the bond, that S&P is rated the bond, they'll pay a lower interest rate than if the bond is rated by Pat's rating service or Ted's rating service…”
Pat Dorsey Jul 6, 2026 ▶ 20:16 Moat Investing Nuances – Pat Dorsey (EP.509)
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