SPGI - S&P Global: A Long-Term Grower Benefiting From Operating Leverage And IHS Markit Acquisition

• Leading financial information services businesses are highly attractive due to the long-term growth and large & expanding margins from inherent operating leverage.
• The well-recognized brand names and economies of scale resulting from the industry leaders' extensive distribution and broad coverage have created a virtuous cycle in which the strong get even stronger.
• S&P Global is a leader in each of the four segments it competes (ratings, market intelligence, indices, and Platts), and the combination with IHS Markit will further extend its lead.
• The company's valuation has pulled back over the last two months, creating an opportunity for long term oriented investors to begin building a position using a dollar cost averaging strategy.

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