BSexposer

Einhorn vs. Buffett on Moody's

Einhorn has botched this one - govt is not going to remove the "oligopoly" status anytime soon - and even if they do, Moody's will survive and continue to make good money. Let's be honest - is Egan Jones really going to replace Moody's and S&P? I think not. Go with Buffett here, not Einhorn (although Einhorn is usually on the mark).