u/wkgui

Reddit r/ValueInvesting
· tracked since Aug 2026
Calls
1
Win Rate
100.0%
return
+2.1%
Calls 1 2 Posts tracked · 0.2/day
Calls
7d 0
30d 1
90d 1
Best Calls
SPGI Long +2.1%
Worst Calls
No live losers yet
Most Mentioned
SPGI ×1
Recent Calls
SPGI Long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +2.1% Long Return +2.1% Short Return -
Average Return
7d +1.1%
30d —
90d —
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
SPGI S&P Global Inc. S&P Global Inc.
Long
Aug 24
$431.29
+2.1%
Mobility spun off July 1; new guidance reflects continuing ops only, not a true cut. Market misread the spin as deterioration, creating a valuation reset on a faster-growing, higher-margin core. SPGI’s Ratings/Indices moats justify a re-rate once investors separate continuing ops from Mobility. Continued macro slowdown hurting issuance volumes, or multiple compression if market stays focused on headline guidance.
Mobility spun off July 1; new guidance reflects continuing ops only, not a true cut. Market misread the spin as deterioration, creating a valuation reset on a faster-growing, higher-margin core. SPGI’s Ratings/Indices moats justify a re-rate once investors separate continuing ops from Mobility. Continued macro slowdown hurting issuance volumes, or multiple compression if market stays focused on headline guidance.
Capital Markets
REDDIT
Showing 1 of 1 calls · sorted by mentions

u/wkgui has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: SPGI.