SPGI

1. September 2026 1 entry
   Sep 8, 2026

   Substack · The Pursuit of Compounding

   Why S&P Global Wants to Break Itself Up (Again)

   A possible Capital IQ Pro spinoff, lessons from two months of Mobility Global, and is breaking up is focus or fatigue?

   SPGIMBGL2,283 words

   Since publication SPGI +5.0% α +4.9 pp vs S&P 500 · USD

2. August 2026 1 entry
   Aug 4, 2026

   Substack · Dinero Sin Líos · Santi | DineroSinLíos

   S&P Global resultados Q2 2026

   Primeros desde que escindieron su rama Mobility Global

   SPGIMBGLES2,152 words

   Since publication SPGI +9.2% α +10.0 pp vs S&P 500 · USD

3. May 2026 2 entries
   May 17, 2026

   Substack · Hundal Earnings

   S&P Global and the Limits of Recurring Financial Infrastructure

   Institutional dependence, benchmark integration, and the cyclicality beneath recurring revenue.

   SPGI307 words

   Since publication +14.1% α +10.4 pp vs S&P 500 · USD

   May 9, 2026

   Substack · Sycamore Capital · Matthew at Sycamore

   S&P Global (SPGI) | The Necessary Backbone of Global Capital Markets

   One of the most strategically advantaged companies in the world and in a 25% drawdown.

   SPGI1,306 words

   Since publication +13.1% α +9.6 pp vs S&P 500 · USD

4. April 2025 1 entry
   Apr 29, 2025

   Blogs · ValueWalk

   S&P Global Crushes Earnings Estimates, Spins Off Mobility Unit

   S&P Global saw its stock price surge nearly 3% on Tuesday following its first quarter earnings release. It also announced it was spinning off one of its units.

   SPGIshort692 words

   Since publication −3.1% α −41.2 pp vs S&P 500 · USD

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Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.