The creator is staying on the sidelines with S&P Global (SPGI) due to lowered guidance and potential headwinds, despite acknowledging it as a quality company.
Source Post
Is SPGI Stock A Buy After Earnings?
Jul 28, 2026
The creator discusses S&P Global's (SPGI) recent earnings report, noting a pre-market stock drop due to lowered guidance and lower-than-expected EPS. Despite acknowledging SPGI as a quality company, the creator expresses skepticism about recent structural changes like the mobility division spin-off and highlights potential headwinds from the global credit cycle, leading to a decision to stay on the sidelines.
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