S&P Global’s earnings durability is underpinned by a highly recurring, asset-light information-services model with diversified monetization across credit ratings, indices, data/analytics, and commodity insights.
Thanks for the kind words and excellent analysis. Fantastic question, and it is unquestionably a potential headwind for SPGI. I read a few days ago, it’s not who has the best model that wins, but the best data and I think (don’t hold my feet to fire) that companies like SPGI, FICO, MCO, and MSCI have access to the best data and that will help them succeed long-term. But it is certainly something to watch.
The only one should invest is by learning price volume action and the ability to take losses.
Thanks for the kind words and excellent analysis. Fantastic question, and it is unquestionably a potential headwind for SPGI. I read a few days ago, it’s not who has the best model that wins, but the best data and I think (don’t hold my feet to fire) that companies like SPGI, FICO, MCO, and MSCI have access to the best data and that will help them succeed long-term. But it is certainly something to watch.