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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
S&P Global, best known for its credit ratings and the S&P 500 index, also sells financial data to Wall Street. Investors worry that...
— Jay Winthrop
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Other investors who've written on S&P Global Inc.
SPGI’s share price increased 3% during the third quarter and is down 1% year-to-date from our average cost as strong performance in S&P Global’s high-quality benchmark businesses has been overshadowed by concerns around the impact of AI on Market Intelligence and higher interest rates on Ratings growth. We continue to...
We liquidated our position in S&P Global during the quarter. Growth expectations for...
S&P Global underperformed, detracting from the overall portfolio's performance. The company remains...
More institutional theses from Douglass Winthrop
Mastercard has spent 2026 under investor pressure based on their belief in a future that hasn’t arrived. Investors fear that...
We believe our portfolios are prudently exposed to the explosion in the use of AI. We own significant...
Uber, too, is being marked down for a future that hasn’t arrived. The fear is...