Aug. 7 at 9:28 PM
$MBGL perfect spin off play you only read about in special situations investing books, drawing parallel to Buffett’s Moody’s play. From all the data it has and built over its operating history with strong brands in its portfolio…
At 4% terminal growth at current FCFE , we think the targets anywhere between 25 or higher with great moat to put it in easily in premium ranges over time.
Have written puts to get paid to monitor the level of distributions by uninterested investors who were gifted this opportunity holding SPGI.
