Wait and Collect(@WaitAndCollect):$SPGI at ~21x forward earnings. What you own at that price: Roughly half the global credit ratings market. Almost every bond issued on earth is rated by them or Moody's. The S&P 500 itself. Every fund tracking it pays a license fee. Platts, which sets the benchmark most of the world's oil is priced against. The data terminal a large share of Wall Street runs on. Four businesses nobody can build a competitor to, at a multiple the market hands to average companies.

Wait and Collect

@WaitAndCollect

Finding the boring companies that beat the S&P for decades. The ones nobody posts about.

가입 October 2012

17 팔로잉 중 56.9K 팬

Wait and Collect@WaitAndCollect

2026.09.26 11:36

$SPGI at ~21x forward earnings. What you own at that price: Roughly half the global credit ratings market. Almost every bond issued on earth is rated by them or Moody's. The S&P 500 itself. Every fund tracking it pays a license fee. Platts, which sets the benchmark most of the world's oil is priced against. The data terminal a large share of Wall Street runs on. Four businesses nobody can build a competitor to, at a multiple the market hands to average companies.