SPGI - S&P Global Inc. 0 WATCHERS

SPGI, moodys, visa, Mastercard and Amexpress. I’m not saying they’re all buys now necessarily but they’re reliable compounders. Also keep an eye on the private equity names BN, kkr etc

EFX, CRM, SPGI and AMZN. Would have made more in a HYS than investing in these the last 5 years.

Hey, if you've only looked at the 13F filings, you'd think Chris Hohn only holds GE, but he's actually held Safran in almost equal concentration, as well as airbus, also almost in equal concentration, those just aren't filed because only 60-70% of TCI's holdings are US companies. For me my …

I’m into GOOG, MA and SPGI. Would love to get into the others (except maybe GE which I understand less) when the price is right. For MSFT, I see OpenAI almost more as a liability than an asset though

* Cloud: GOOG, AMZN, MSFT (40%) * Semis: NVDA, AVGO, TSM, ASML, KLAC, (30%) * Toll booths: V, MA, SPGI, MCO, FICO (20%) * Other: NET, MELI, NBIS, IREN (10%)

That looks like a wonderful bucket list, and, from your influences, I am sure Chris Hohn would approve. RELX might be a non-US analogye to SPGI and MCO. Any thoughts on medical equipment suppliers like Thermo Fisher and Idexx labs? Also seem to be some toll booth companies in the …

From superinvestor stalking to a 7-stock “tollbooth” watchlist – sanity check? Hey all, I’ve been down a deep rabbit hole recently and would love a sanity check from this sub. **TL;DR:** I started by reverse-engineering long-term successful investors (Li Lu, Guy Spier, Terry Smith, Dev Kantesaria, Chris Hohn etc.), and …

I have a core portfolio that I continue to DCA weekly into: US equities (40%) 10% BRKB 5% COF 5% MSFT 5% SPGI 5% V 10% VTI REITs (15%) 5% LAMR 5% O 5% VICI International (20%) 20% VXUS Bonds (25%) 10% SGOV 10% state specific munis 5% TLT I …

SPMO, SPGI

Financials seem like a good bet SPGI, MSCI, V/MA, MCO I like UBER and MELI at these prices. All of these seem somewhat defensive against AI, but are battling some other "existential" threat that won't actually impact them.

Any Mag 7 if it drops bad, Mastercard, SPGI.

Ahora estoy comprando Meta y Meli, pero espero que caiga mas el mercado para poder comprar SPGI, FTNT y PANW.

Financials have been hammered and stayed flat for... absolutely no reason. Therefore, MA, V, MCO, SPGI are all on my watchlist.

Finance Services (MA, V, SPGI, INN1), Insurance (MUV2, FFH, KNSL), Industrials (FAS, RLS, CI, LIN, AEU), Consumer Goods (CTO, CJA, TXRH, 62M), Luxury Goods (MOH, HMI, G7W \[yes, this is luxury - nerd luxury\]). Just to name a few.

Actually if you really want to diversify you should sell both to a certain amount you feel comfortable with. At the end of the day they are both cloud computing, advertising and streaming content companies. Google is a bit more with AI, search and chips. Amazon is a bit more …