Скачать или смотреть MSCI (MSCI): The Global Investment Compass

This podcast provides a comprehensive overview of MSCI Inc., detailing its financial performance, market position, and future prospects. It includes key stock information like current price, fair value, and price targets, alongside various financial ratios and historical data on revenue, earnings, and cash flow. The analysis highlights MSCI's "Wide" economic moat, attributed to its dominant market position in indices, high switching costs for clients, and powerful network effects, particularly in non-U.S. market exposures. The podcast also reviews recent earnings results for Q2 2025, noting strong growth despite a slight post-earnings stock decline, and discusses long-term growth drivers such as the rise of systematic investing and expansion into new client segments and product areas like private assets and sustainability.