Total Ideas
2
Bullish Ideas
2 (100%)
Bearish Ideas
0 (0%)
Recent Activity
1

"The first one is a company in my financial category. The stock price is now below $500 per share and, trading at a 27 forward PE with a free cash flow yield of around 3.6%, it is one of the lowest valuations the company has seen."
S&P Global is trading at a historically attractive valuation with healthy free cash flow yields and a sell-off that has left it undervalued. The speaker indicates it represents a good entry point for investors amidst a broadly elevated market.

"When you evaluate FactSet and why it's causing S&P Global and Moody's to sell off, you can take a look at the business lines of S&P Global... this offers a nice opportunity to an entry point position in this company. S&P Global's trading at a 3.5% free cashflow yield, a 28 PE ratio, for an ultra high quality company."
The host highlights S&P Global as a compelling buy opportunity after a recent sell-off driven by negative news from FactSet. He emphasizes the company’s strong free cash flow yield, reasonable valuation at a 28 PE ratio, and diversified business segments including credit rating and data services, suggesting an attractive entry point for investors.
Sentiment