credit-rating compounding remains the favored business model.
Moody's is treated as one of the strongest repeatable compounding businesses, benefiting from ongoing “credit rating” confidence.
Multiple investors are described as piling into Moody’s and maintaining exposure, framed as confidence in credit rating agencies. Even amid AI and market noise, credit rating revenues and scale are treated as more insulated than companies where moats face faster disruption.
"Super Investors Are Buying AI Stocks"
