The Intrinsic Value Podcast - The Investor’s Podcast Network

MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke


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In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the company behind the S&P 500 index: S&P Global.

You’ll learn about the five different business units at S&P Global, how the company has built up such deep moats in its credit ratings and indices businesses, how the company’s merger with IHS Markit has affected its future outlook, why the company faced allegations of enabling the Great Financial Crisis, its current valuation and intrinsic value estimate, plus so much more!


Prefer to watch? Click here to watch this episode on YouTube.


IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

06:30 - How S&P Global was formed and which business units are most important today

07:09 - Why S&P Global is such an important company behind the scenes in financial markets

12:43 - What credit ratings are and why they matter to companies

17:03 - How S&P Global provides data to participants throughout financial markets

35:27 - What was S&P Global’s role in the Great Financial Crisis

38:05 - Why the company is so attractive to investors

39:09 - What risks undermine S&P Global’s future returns

41:51 - Whether Shawn and Daniel think the stock offers good value today

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Daniel Mahncke’s All-In-One Investing Platform.
  • Value Investors Club post breaking down S&P Global.
  • Try valuing S&P Global for yourself with our TIP Finance tools.
  • Andrew Ross Sorkin's book, Too Big to Fail.
  • Check out the books mentioned in the podcast here.
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    • Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
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    • SPONSORS

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        Connect with Daniel: Twitter | LinkedIn


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