Feb. 3 at 3:56 PM
Data dumping across the compounders:
$VRSK $FICO $MSCI $MCO
The market is rewarding durable cash-flow machines again.
And on the other end of the cycle…
🚀
$RKT is starting to see that same cash-flow repricing as volumes turn.
Different businesses — same weighing machine.
Price discovery doesn’t scream.
It prints.
#macro #value
Not financial advice — commentary only. Do your own research.