TIVP048: S&P Global (SPGI): The Company behind the Market w/ Daniel Mahncke & Shawn O’Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
AI Risks and Data Company Sentiment
Shawn and Daniel review recent industry guidance shocks, AI disruption concerns, and why incumbents may benefit from AI.
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:03:02 - About S&P’s Rating Business
00:03:56 - What businesses S&P Global operates
00:04:32 - About S&P’s Market Intelligence Business
00:07:54 - About S&P Global’s founding story
00:38:52 - About S&P’s Index Business
00:48:45 - About S&P’s Commodity Insight Business
00:58:10 - About S&P’s Mobility Business
01:03:45 - How S&P thinks about Capital Allocation
01:24:43 - Whether Shawn & Daniel add SPGI to The Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
- Sign up for The Intrinsic Value Newsletter to track our Portfolio.
- Barron’s Interview with Former SPGI CEO Doug Peterson.
- S&P Global Investor Day Presentation 2025.
- TIVP Episode on MSCI.
- Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports.
- Related books mentioned in the podcast.
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