Letters by company

Moodys CORP

1 letter discussing MCO. Everything written about it on this site is on its ticker page.

Bristol Gate Capital Partners US Equity Strategy Report to Investors The US Equity Strategy added EMCOR, Costco, KLA, Howmet Aerospace and W.R. Berkley, targeting durable dividend growth and beneficiaries of infrastructure constraints. It exited Accenture, Intuit, Thermo Fisher Scientific, Moody’s and Sherwin-Williams after projected dividend-growth profiles weakened, while Jason Miller assumed lead portfolio-manager duties. 2nd Quarter 2026 ACN $154BAMD $660BCOST $469B