Moody’s is a Nationally Recognized Statistical Rating Organizations (NRSROs), a title bestowed by the SEC on a handful of credit rating agencies, the top 3 of whom act as an oligopoly in the US debt ratings gambit. As you well know, Moody’s (and S&P and Fitch) fell into disrepute during the last financial crisis when […]
Tag Archives: Ratings Moat
scuttlebits [WISE] Wise plc
[scuttlebit] Wise is probably going to be fine
October 10, 2025
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]
2 Comments
Continue reading →[IT] Gartner
Is Gartner Doomed?
October 1, 2025
In simple terms what Gartner does is it furnishes research reports that executives use to [...]
1 Comments
Continue reading →scuttlebits [SCHW] Charles Schwab
[scuttlebit] Charles Schwab is so back
September 22, 2025
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half [...]
Continue reading →scuttlebits
[scuttlebit] thoughts on ASML
September 15, 2025
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
1 Comments
Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
September 8, 2025
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
Continue reading →