

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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Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 3min
The Evolution of S&P Global
03:27 • 15min
Exploring S&P Global's Software Growth and Market Intelligence
18:26 • 4min
S&P Global: Navigating Data and Competition
22:16 • 7min
Evaluating Strategic Acquisitions in Investment Data
28:48 • 2min
Thriving in Indices: The S&P Global Growth Story
31:12 • 4min
Financial Insights and Governance Challenges
35:13 • 9min
Analyzing S&P Global's Competitive Moat
44:00 • 10min
Market Stability and Upcoming Investment Insights
53:34 • 2min