Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (3) |
Author: WEBspired   😊 😞
Number: of 20395 
Subject: Re: OT: Li Lu & SPGI
Date: 05/18/26 10:45 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
“Both MSCI and SPGI are now trading at forward PEs in the high 20s. So if you believe AI tools won’t damage them, then they may be undervalued.”

Interesting wrt Li Lu’s new buys/sell. Fyi, I did briefly hear SPGI discussed in Omaha during a non-Berkshire panel discussion. They discussed the same thinking as you have outlined above with its very strong moat and the widespread dependence of the ratings agencies.

Also, it is interesting Greg mentioned Moody’s as one of the four investees where there will be “limited activity in these holdings”
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds