If the Fed finally flips the switch and continues their path of lowering interest rates, there are few companies better positioned to take advantage of that than S&P Global (NYSE: SPGI ), which sits atI am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capital efficiency — the kind of businesses that outperform over time not bec ...

I am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capital efficiency — the kind of businesses that outperform over time not because of market timing, but because of their intrinsic engine for value creation. My sector focus spans Technology, Industrials, and Financials, where I look for companies with scalable business models, ...