MSCI: It will take a little longer for fundamentals to catch up (NYSE:MSCI)

My goal is to invest in companies with perfect quality characteristics, buy them at an attractive price based on fundamentals and hold them forever. I hope to publish articles about such companies about three times a week, with extensive quarterly follow-ups and constant updates. I manage a concentrated portfolio designed to avoid losers and maximize exposure to big winners. This means that I often rate great companies as Holds because their growth opportunities are below my threshold or their downside risk is too high. I have an MBA degree with an LLB in law and work as a financial analyst at a large pension fund.

Analyst Disclosure: I/we have an advantageous long position in SPGI shares, either through equity ownership, options or other derivatives. I wrote this article myself and it expresses my own opinion. I receive no compensation for this (except from Seeking Alpha). I have no business relationship with any company whose shares are mentioned in this article.

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