Joeljp
09-30 10:06
$S&P Global(SPGI)$ 


1️⃣ Why am I making this trade now?

S&P Global has experienced a market pullback, bringing its valuation down to a much more attractive entry point for a wide moat business. SPGI is a dominant leader in credit ratings, essential financial market intelligence, and benchmark indices, making it a viable and strong company to add and own for the long term.

2️⃣ What’s my plan from here?

As earnings is coming up on 22 Oct 2026, I will closely monitor their quarterly earnings performance. If fundamentals remain robust and the core business continues to strive, I will continue to hold the position and look to further DCA and build on my stake. However, if there are signs of slowdown in capital markets that affect forward earnings growth more than anticipated, I will reassess my view again.

SPGI
09-29 21:41
USS&P Global
SidePriceRealized P&L
Buy
Open
392.48+0.56%
Holding
S&P Global
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Comments

  • BirdieO
    09-30 10:42
    BirdieO
    I care more about the recurring data revenue here than the pullback. Ratings gets the spotlight, but the data and ESG side makes this moat even stickier.
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