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@gordocap18 "Mortgage refinance applications jumped XX% w/w last week as the 30-year fixed rate mortgage fell to the lowest level since last September. $FICO $EFX $RKT"
X Link @gordocap18 2025-09-17T14:30Z 1042 followers, 2131 engagements

"I bought $SPGI today. Its the cheapest it has been in a decade relative to the S&P XXX. Its not a bargain but GDP growth + price hikes + buybacks = XX% return. Good value in a frothy market. I also think the market is underpricing the bull case for AI-driven margin expansion"
X Link @gordocap18 2025-09-25T16:05Z 1045 followers, 12.1K engagements

"New note from Goldman Sachs on $ASML moat: Chinas lithography is XX years behind ASML. With a monopoly on EUV ASML is the tollbooth that Taiwan Semiconductor Manufacturing Company and NVIDIA must pay to build advanced AI chips"
X Link @gordocap18 2025-09-01T17:03Z 1043 followers, 39.3K engagements

"Dev Kantesaria on $SPGI: AI could substantially reduce labor costs driving significant margin expansion. Many tasks currently performed by analysts may be automated and this technological advancement could push operating margins to XX% in the future"
X Link @gordocap18 2025-10-01T17:08Z 1046 followers, 26K engagements

"WSJ article this morning on the impending refi boom as mortgage rates fall. Rates and volumes are non-linear with a material inflection in activity if mortgage rates drop below 6%. $EFX $FICO and $RKT are the most levered to a rebound in mortgage activity"
X Link @gordocap18 2025-08-31T17:33Z 1045 followers, 21.1K engagements

"@Larryjamieson_ @JohnHuber72 I agree that most businesses trading at a XX% FCF yield are melting ice cubes with no terminal value. However sometimes the market gets this wrong like $DDS in 2020 $CNK in 2022 and $PBI right now"
X Link @gordocap18 2025-09-13T22:33Z 1044 followers, 7044 engagements

"One of them just got kinda cheap $SPGI"
X Link @gordocap18 2025-09-25T22:52Z 1045 followers, 3248 engagements

"Wedgewood Partners bull case for $SPGI: a high-quality near-monopoly business whose ratings segment thrives when rates fall. With a structural bias toward looser policy and a looming wave of debt refis its poised to benefit disproportionately offering strong earnings upside"
X Link @gordocap18 2025-10-02T23:26Z 1044 followers, 11.4K engagements

"Morningstar estimates that $MCO and $SPGI have raised prices by XX% annually over the past few decades. The pricing power of CRAs stems from strong network effects the interest savings they enable and the relatively low cost of ratings compared to total underwriting expenses"
X Link @gordocap18 2025-09-26T01:30Z 1044 followers, 20.7K engagements

"Can someone who is knowledge on the subject please explain why the music labels $UMG $WMG latent pricing power thesis hasnt played out Is it a function of $SPOT gaining share and strengthening their negotiating leverage over the labels cc: @SleepwellCap @compoundpapi @RadnorCapital"
X Link @gordocap18 2025-08-23T17:21Z 1045 followers, 6784 engagements

"Anyone interested in the $FICO announcement and the credit bureaus should give this a read. @Larryjamieson_ is the best in the biz"
X Link @gordocap18 2025-10-03T00:56Z 1044 followers, 4721 engagements