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

Apr 9, 2025
Dive into the fascinating world of S&P Global, a key player in international finance. Discover its historical significance, including the creation of the S&P 500 index. Explore how its software growth and market intelligence are paving the way for revenue diversification. Delve into the indices segment, which boasts an impressive growth rate. The discussion also tackles the firm's competitive moat, corporate governance challenges, and strategic acquisitions, shedding light on the impact of passive investing on fee structures.
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