Letters by company
S&P Global Inc.
5 letters discussing SPGI. Everything written about it on this site is on its ticker page.
- Andvari Associates Andvari's Q2 2026 Letter Andvari argues that Constellation Software, Tyler Technologies and S&P Global retain durable advantages while cloud conversion, transaction revenue and the Mobility Global spinout create further value drivers. It adds Amazon, Microsoft, Texas Instruments and Martin Marietta but underweights AI infrastructure, warning that excessive capital investment, circular financing and competition could erode returns. Q2 2026 AMZN $2.7TCNSWF $49BMBGL $5.5B
- EdgePoint Wealth Management Why did your cash balance almost hit 2.5% despite the market being near all-time highs? EdgePoint Global Portfolio put most of its capital to work as momentum concentrated market gains in semiconductors and left other sectors at depressed valuations. The portfolio rebuilt S&P Global, added health-care exposure through Revvity and sees Tencent as an AI beneficiary trading below its historical valuation. 2nd quarter, 2026 RVTY $17BSPGI $125BTCTZF $473B
- Fenimore Asset Management Quarterly Investment Commentary Fenimore maintained its quality bias as energy and speculative shares led markets, adding to discounted holdings while refusing to chase the rally. The strategies bought Gildan, Arthur J. Gallagher, Ryan Specialty and S&P Global, sold EOG Resources, and argued that AI fears created selective opportunities in software, brokers and information services. Q1 2026 ADI $192BAJG $64BBR $20B
- White Brook Capital First Quarter 2026 Commentary White Brook Capital bought S&P Global during an AI-related sell-off and added ICON after its revenue-recognition inquiry, arguing both prices discount durable franchises. It expects Perma-Fix’s Hanford ramp, Sanara’s hospital penetration, and Rapid Micro’s follow-on orders and vendor savings to drive upside, while warning that oil, inflation and AI uncertainty complicate the outlook. First Quarter 2026 ICLR $13BPESI $272MRPID $41M
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund added to Linde, Shopify, Amazon, Woodward and Spotify while opening positions in Edwards Lifesciences, Eli Lilly and Roblox. It exited Netflix, Snowflake and RELX as AI disruption, later-cycle risk or weaker conviction altered the opportunity set, while favoring AI infrastructure, health care and aerospace and defense. Q1 2026 AMZN $2.7TEW $50BGEV $251B
