tag:blogger.com,1999:blog-8610894719881071116.post3205018811140665254..comments2024-03-25T09:37:28.210-07:00Comments on Value Seeker: Investment Notes: Analysis: McGraw-Hill Financial (MHFI)Value Seekerhttp://www.blogger.com/profile/15109928780244476972noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-8610894719881071116.post-30222929563786433132018-01-01T13:51:13.640-08:002018-01-01T13:51:13.640-08:00Guaranteed loan offer
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I think CRISIL offe...Great work, thanks for that! <br /><br />I think CRISIL offers a nice upside for the rating business, and I expect the network effect in Capital IQ to be significant in years to come (OPEX should remain relatively flat at this point so EBIT growth should be in the lower teens). From my experience from 4-5 yrs of usage, Capital IQ is a great product. For me it was much more intuitive and easy to use than Bloomberg. I know very little on SNL but it seems to provide the software segment a similar growth catalyst as CRISIL is to the rating biz, no? <br /><br />All in all it's a great company, would love it even better if it was a bit cheaper but it will probably do well as a compounder at current prices as well.<br /><br />Looking forward for the valuation part and again - thanks for the hard work. Anonymousnoreply@blogger.com