Why S&P Global's 'Lost Years' Could Set Up The Next Decade

It has been a long time since I published my last article about S&P Global, Inc. ( SPGI ) – 4.5 years to be precise. Back then, I argued that the merger made sense, but I saw S&PMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My acade ...