S&P Global's stock price has recently disconnected from its business fundamentals, the kind of dislocation that makes a stock worth buying. 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'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 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 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'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'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 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 

Costco, Apple, Intuitive Surgical, Alphabet and MSCI are amazing companies priced too high for their growth. Costco trades at 46x earnings on high-single-digit growth, Apple at 32x forward on low-double-digit EPS growth, and Intuitive Surgical at 38x forward on low-teens growth. Alphabet, the most attractive, is 33x operating income excluding investment gains. MSCI is 34x trailing on low-double-digit growth; S&P Global is better, cheaper and extremely high quality with similar growth. x.com  … Show more