$SPGI
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How Joseph Carlson After Hours’s view on $SPGI changed

Channel profile →This channel has 2 credited speakers: Michael Burry, Wall Street Journal article2 entries
2026-09-03Bullish
“Something Has Gone Terribly Wrong”
SPGI's potential Capital IQ Pro spin-off is strategically sound, shifting focus to high-margin data ownership over UI competition.

There are rumors that S&P Global may sell Capital IQ. As a major shareholder of S&P Global, what does that mean?

They say that S&P Global is considering spinning off its flagship data and research platform, Capital IQ Pro, in a move that could create a multi-billion dollar standalone company.

Well, nothing is certain here, but this would be a big move for S&P Global, and I think it's already justified.

Watch the source01:07
2026-08-24Bullish
“I’m Buying $10,000 Of This Company Next”
S&P Global is a good buy at $350, with a potential 16% compounded return over five years, but the price may not drop to that level.

Next up, we get to S&P Global. It's my fifth largest position. We're at $127,000 total size, $20,000 in gains. It's about 8.5% of the portfolio. My buyin target for S&B Global, if it's going to get this additional $10,000, is $350.

Now, looking at the chart here, S&B Global has not traded down below 350 this entire year. So, it seems unlikely. Maybe it won't hit this buy in target, and that's fine. We want to be disciplined with this new money.

The last time the S&P Global traded below 350 was back in late 2023. So, I believe it's unlikely for it to hit this target, but I think there's still a chance. And again, we're looking for really good buys here.

We're not just looking for modest dips. I want this additional $10,000 to be a very high returning $10,000.

Watch the source12:04
KolSays