S&P Global may be boring, but it has one of the more interesting setups: after falling about 20% year to date, it trades at about 22x forward earnings versus a five-year average of about 29x. Nine tracked fund managers bought or added to it. x.com 

S&P Global's valuation compression while fundamentals still look good is a gift from the market, because it owns two of the strongest businesses in the world. x.com 

S&P Global's 16% decline over the past year looks like an opportunity given heavy buying by Bill Ackman and insiders. Ackman bought $1.05B of the stock in Q2, the president and CEO bought $1M, and three other insiders bought $2.5M this year. x.com 

S&P Global's ratings and indices could form an exceptionally profitable, wide-moat standalone business. Without its other units, their implied operating margin would be around 68%, among the market's top five; that makes further spinoffs sensible, though the separation is hypothetical. x.com  x.com 

S&P Global's two core businesses are growing nicely, and buying back roughly 5% of its shares at this valuation should create value over time. Excluding Mobility, Q2 revenue rose 11% and EPS 26%. Guidance came in a few pennies below consensus, but the report is hard to dislike. x.com 

S&P Global looks like a strong, fairly low-risk stock likely to beat the market from here, as it trades at 20x forward earnings, among its lowest levels in a decade, despite one of the world's strongest moats. With Moody's it forms one of the best duopolies anywhere, yet it has been lumped into the SaaS selloff. x.com 

S&P Global is undervalued by a lot, trading near 23x earnings and 20x forward versus a historical 30+, especially for a business of its quality. Mastercard may be fairly valued or slightly below, though it is the best business in the world with the least risk. This answers @Greg_GL_87, who argued both still trade near 30x earnings. x.com 

S&P Global and Moody's look pretty cheap for a duopoly growing 10-11% a year, trading at 20-25 times earnings, with S&P Global the cheaper of the two. x.com 

S&P Global is a quiet compounder that keeps delivering in the background. Its latest earnings were really strong, with revenue and net income both up double digits while spending stayed low, and margins remain excellent as the business scales efficiently despite continued investment. x.com 

S&P Global collects a toll on new bonds and money flowing into index funds. It is a five-year buy at today's valuation despite a roughly 16% year-to-date share decline amid AI fears: last quarter ratings revenue grew 17%, index revenue 20%, and EPS 23%. Free cash flow per share has compounded 14.5% annually since late 2016. x.com