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Who said what, and what MCO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about MCO
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-02 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bullish | Michael Burry | Moody's has a durable, entrenched competitive moat as a ratings agency that customers cannot easily exit… |
| 2026-02-28 | Hari RamachandraInvestor & Author, BitsBusiness | Bullish | We Study Billionaires | Moody's NRSRO regulatory moat and 80% duopoly with S&P in global credit ratings makes the core rating… |
| 2026-02-19 | Joe WeisenthalCo-host, Odd Lots; Bloomberg | Bullish | interview | Moody's, S&P Global, and Fair Isaac are being caught in broad AI-panic selling despite having deeply embedded… |
| 2026-02-19 | Jared SleeperPartner, Avenir Growth Capital | Bullish | interview | Index providers and credit-scoring companies have entrenched, institutionally mandated products that are… |
| 2025-12-25 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Superinvestors | Moody's has an unassailable franchise in credit rating duopoly that survived the financial crisis blame… |
| 2025-12-18 | Chris HohnFounder & Portfolio Manager, TCI Fund Management | Bullish | Investor Center | Moody's has compounded revenue at ~10% annually for 100 years through the Great Depression, WWII, and every… |
| 2025-05-14 | Chris HohnFounder & CIO, TCI Fund Management | Bullish | Norges Bank Investment Management | Moody's is an essential-need business with 100 years of ~10% annual revenue growth because all debt issuers… |
| 2019-09-03 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Nightly Business Report | Moody's and S&P collectively rate 90% of global debt issuance, acting as unavoidable toll collectors on a… |
| 2017-03-10 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Talks at Google | Moody's is one of only two real global rating agencies (with S&P) in a market-driven duopoly where any debt… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 21 Oct 2026 | before the open | 4.14 vs 4.31 | +0.4% |
Notable options days
Sessions in the last 120 where MCO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 16 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-21 | ||||||
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| 2026-05-14 |
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