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Moody's: An Impenetrable Moat? (Ticker: MCO) with Joe Kowaleski

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Do You Think Moody's Is a Good Investment?

Moody's CEO Rob Falber has been there for about 20 years. This is one of his largest holdings, I think, or maybe top 10. Do you think anyone can run this business? You could probably screw it up if you want to. The political stuff has to stay a bit nuanced yet to be good at that stuff.

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