S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI)

Chit Chat Stocks · Apr 9, 2025 · 56m

On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:

(03:33) Historical Overview of S&P Global

(11:44) Business Segments of S&P Global

(12:47) The Ratings Segment and Its Moat

(18:52) Software and Market Intelligence

(24:46) Commodities and Mobility Segments

(30:59) Evaluating S&P Global's Valuation

(32:17) Understanding the S&P 500 Index

(34:25) S&P Global's Revenue Growth and Margins

(37:25) Corporate Culture and Management Structure

(43:59) Assessing the Moat of S&P Global

(47:31) Valuation and…