Shawn O’Malley and Daniel Mahncke explore how MSCI became the global standard for market indexes, its powerful business model, and whether it remains a compelling long-term investment. What you’ll learn here: 00:00:00 - Intro 00:03:08 - How indexes produced by MSCI help to organize, simplify, and provide context for different aspects of financial markets 00:06:01 - What makes MSCI one of the highest quality businesses we’ve ever looked at 00:12:05 - Why MSCI has become the industry standard for indexes outside of the U.S. 00:14:27 - Whether passive investing will be a boon going forward for MSCI, or if declining management fees in mutual funds will devastate the business 00:30:13 - About MSCI’s relationship with major asset managers like Vanguard, BlackRock, and State Street 00:54:01 - Whether direct indexing will disrupt MSCI’s golden goose 01:02:59 - How to think about modeling MSCI’s intrinsic value 01:06:59 - Whether Shawn and Daniel add MSCI to their Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 💰 Switch to the investing platform built for serious investors and earn an uncapped 1% bonus when you transfer your portfolio at public.com/tivp. ▶️ Related Episodes: - Copart Stock Analysis: The 100-Bagger Junk Yard: https://youtu.be/60m0mCXfqwI - Berkshire Hathaway Deep Dive: Is Berkshire Stock Still A Buy?: https://youtu.be/AkavjFEQ99Q - Fair Isaac Corporation: Scoring The World’s Biggest Credit Scorer: https://youtu.be/h8uZY8F_26w Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #MSCI #IndexInvesting #FinancialMarkets #AssetManagement #PassiveInvesting