Both are fantastic companies, but the reason why i prefer SPGI:
- More diversified revenue streams
- SPGI's index business which is wide moat business and provides more stability. ETF's and indexes are growing in popularity, providing a tailwind for providers like SPGI
- Dividend history of 48 years straight
- IHS Markit acquisition, strengthening their market intelligence segment
I agree. It made it into my 5 company quality portfolio (Nick Sleep/coffee can). Just hoping for a lifetime opportunity (VIX 40) but if that doesn't happen this year I will DCA into them.
Maybe it will, maybe it wont. Im just investing into great businesses. If the market is providing great opportunities I will adjust my portfolio to best capture those opportunities. But I try to stay fully invested
Do you have reasons to pick S&P over Moody's or MSCI?
Both are fantastic companies, but the reason why i prefer SPGI:
- More diversified revenue streams
- SPGI's index business which is wide moat business and provides more stability. ETF's and indexes are growing in popularity, providing a tailwind for providers like SPGI
- Dividend history of 48 years straight
- IHS Markit acquisition, strengthening their market intelligence segment
I agree. It made it into my 5 company quality portfolio (Nick Sleep/coffee can). Just hoping for a lifetime opportunity (VIX 40) but if that doesn't happen this year I will DCA into them.
Maybe it will, maybe it wont. Im just investing into great businesses. If the market is providing great opportunities I will adjust my portfolio to best capture those opportunities. But I try to stay fully invested