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SPGI
USFinancials · Capital Markets
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: quasi-monopoly position in three of five segments - Ratings (duopoly with $MCO controls ~80% of global credit ratings), Indices (S&P 500 is the global benchmark, ~$15T in indexed AUM pays bps to SPGI), Commodity Insights (Platts is the de facto energy price-discovery standard).
IHS Markit merger (closed Feb 2022, ~$44B) flipped the mix to ~75% recurring subscription. Operating margins 45-50% on data segments.
It reads our $SPGI data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching SPGI
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.