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

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The Valley Forge Guys Are Pretty Conservative, but I Think There's Ways to Find Businesses That Are More Growthy

The Valley Forge guys are looking for something businesses that are just like unstoppable. I don't think you're going to find another Moody's or another Visa, but I do think there are businesses that are. Have signs of being having similar competitive position and can be around for a long time. Add in, agin, where it's like very low, lowest cost provider.

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