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Visa (Ticker: V) Not So Deep Dive

Chit Chat Stocks

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The Bear Case for Moody's

It feels like probably the most bulletproof business we have ever looked at. Deflation could actually be a big headwind for them. I don't know if it's just that attractive to me at a 3%, 4% earnings yield when you can get 5% returns on risk-free bonds.

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