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[@gordocap18](/creator/twitter/gordocap18)
"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](https://x.com/gordocap18/status/1971386867670188441) [@gordocap18](/creator/x/gordocap18) 2025-09-26T01:30Z 1064 followers, 20.9K 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](https://x.com/gordocap18/status/1973892249802182959) [@gordocap18](/creator/x/gordocap18) 2025-10-02T23:26Z 1064 followers, 11.9K 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](https://x.com/gordocap18/status/1959305079363703075) [@gordocap18](/creator/x/gordocap18) 2025-08-23T17:21Z 1064 followers, 6827 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](https://x.com/gordocap18/status/1971244713958338843) [@gordocap18](/creator/x/gordocap18) 2025-09-25T16:05Z 1063 followers, 12.2K engagements


"One of them just got kinda cheap $SPGI"  
[X Link](https://x.com/gordocap18/status/1971347201667608843) [@gordocap18](/creator/x/gordocap18) 2025-09-25T22:52Z 1064 followers, 3340 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](https://x.com/gordocap18/status/1973434917783838944) [@gordocap18](/creator/x/gordocap18) 2025-10-01T17:08Z 1064 followers, 26.1K 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](https://x.com/gordocap18/status/1973915026764304693) [@gordocap18](/creator/x/gordocap18) 2025-10-03T00:56Z 1064 followers, 4964 engagements


"$FICO direct licensing is a game-changer. Resellers can now distribute scores directly. Two pricing options: $10/score (2x todays take) or $XXXX + $XX success fee per closed loan. Either way FICO captures the bureau markup driving big EPS upside in FY26 and beyond"  
[X Link](https://x.com/gordocap18/status/1973873473706758277) [@gordocap18](/creator/x/gordocap18) 2025-10-02T22:11Z 1056 followers, 1302 engagements


"@evrgn11112231 $MSCI"  
[X Link](https://x.com/gordocap18/status/1979737847394644332) [@gordocap18](/creator/x/gordocap18) 2025-10-19T02:34Z 1043 followers, XXX engagements


"$FICO $EFX $RKT still in the 3rd inning of this trade as Powell concedes risks to labor market risks of inflation. Tariffs inflation (one-time price adjustment). Fed funds rate should be 100bps lower. FICO + EFX have huge EPS upside once mortgage rates are 6%"  
[X Link](https://x.com/gordocap18/status/1958908382192267704) [@gordocap18](/creator/x/gordocap18) 2025-08-22T15:05Z 1064 followers, 2265 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](https://x.com/gordocap18/status/1962207113901400286) [@gordocap18](/creator/x/gordocap18) 2025-08-31T17:33Z 1065 followers, 21.2K 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](https://x.com/gordocap18/status/1966993790193025104) [@gordocap18](/creator/x/gordocap18) 2025-09-13T22:33Z 1065 followers, 7050 engagements


"Still like $SPGI here. 25x forward earnings for a biz that can compound EPS in the low teens for a very long time. $SPGI has two great businesses (Ratings & Index) and a decent biz (Intelligence). Ratings & Index will be XX% of operating income after the mobility spin-off"  
[X Link](https://x.com/gordocap18/status/1980074764937896198) [@gordocap18](/creator/x/gordocap18) 2025-10-20T00:53Z 1064 followers, 15.1K engagements