AI Threatening This Monopoly… or an Attractive Opportunity? S&P Global Stock Explained

Описание: 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!

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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

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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...


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Nothing here is financial advice. See channel disclaimers.

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#investing #stockmarket #finance