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

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

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 Financial Projections ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* FinChat.io is the complete stock research platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(790)

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:17) Roku's Acquisition by ...

19 Jun 1h 4min

Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO)

Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO)

On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss: (00:00) Introduction (03:43) Un...

17 Jun 1h 2min

SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX

SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:47) Fintech Sell-Off: Anal...

12 Jun 1h 5min

Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?)

Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?)

On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss: (00:00) Introduction (02:48) C...

10 Jun 1h 5min

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (03:22) Google's $85 Billion E...

5 Jun 1h 6min

Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson

Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss: (00:00) Introduction (03:44) The AI Narrative and Duolingo's Position...

3 Jun 57min

Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM

Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:17) Salesforce Earnings and B...

29 Mai 1h 5min

What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)

What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)

On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss: (00:00) Introduction (02:58) Bill Ackman (10:15) Berkshire Hathaway (18:59) Akre Capi...

27 Mai 1h 8min

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