Joseph Carlson: SPGI will outperform

The window it was checked over

SPGI closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

4.3 billion dollars in free cash flow in 2023 with a market cap of 118 billion s p globals being valued around 3.4 percent free cash flow yield that is the current valuation which is very similar to the S P 500 meaning that investors are currently pricing this company with the same level of risk and future growth assumptions as the rest of the S P 500 and my view is that SMP Global is a much better company than the aggregated weighted average of the S P 500 and I believe just like I did with apple and Microsoft and Costco five years ago that these companies would beat the market I believe the same will happen with s p Global I think the company's going to beat the market and that's why I purchased nearly 70 000 of the company now I don't highlight this to try to sell the company to you or have you invest in it it's a large enough market cap that that doesn't really make a difference the reason that I highlight my investment thesis here is to show that it's important to have some type of knowledge about the company you're investing in and to have a sound thesis to not buy large amounts of companies like this without doing adequate research and there is always a chance that things don't

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