Added to YB: 2026-06-03
Pitch date: 2026-06-01
SPGI [bullish]
S&P Global Inc.
-2.25%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets.
Market Cap
N/A
Pitch Price
$427.08
Price Target
N/A
Dividend
0.91%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Capital Markets
Category
growth
May went well - S&P Global Inc.
SPGI: Bought at $404, ~matching Chris Hohn's Q1 cost basis (~$390). Crown jewel is S&P 500 index licensing—earns .03% MER on SPY/VOO AUM, a self-reinforcing liquidity moat that grows like equity + ETF inflows. Bond rating biz benefits from AI debt issuance. Platts energy data valuable. Diversifies away from AI.
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