Dying Data Business or Mispriced Compounder? S&P Global Stock Explained скачать в хорошем качестве

Dying Data Business or Mispriced Compounder? S&P Global Stock Explained

S&P Global is down 26% as investors worry AI may threaten the moats of their data business. In this video I breakdown the S&P Global business segment by segment. I explain why they have such a strong competitive advantage and are considered a high quality business. Then I talk about the AI risk investors are worried about, capital allocation, and valuation. I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business! ~*~ Chapters 0:00 — -26% Sell Off 4:07 — Credit Rating Segment 12:02 — Indices Segment 15:50 — Market Intelligence Segment 25:00 — Energy Segment 27:36 — Mobility Segment 28:13 — AI Risk 38:52 — Competition 46:42 — IHS Acquisition 52:18 — Valuation ~*~*~*~*~*~ Drew Cohen runs an investment research firm that caters to professional investor and hedge funds. You can find out more about it at www.SpeedwellResearch.com Drew also has a podcast with Speedwell Research called The Synopsis. The Synopsis is aimed toward professional investors and covers in-depth specific publicly traded companies. Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK... Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast... ~*~*~*~*~*~ Nothing here is financial advice. See channel disclaimers. ~*~*~*~*~*~ #investing #stockmarket #finance