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Empor.top
Empor.top
47 episodes
1 day ago
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.
Show more...
Investing
Business
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All content for Empor.top is the property of Empor.top and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.
Show more...
Investing
Business
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S&P Global - Rating the World's Markets - $SPGI
Empor.top
1 hour 19 minutes 30 seconds
4 days ago
S&P Global - Rating the World's Markets - $SPGI

From humble beginnings in 1860 as Henry Varnum Poor’s pioneering railroad financial guide, S&P Global has grown into a $140 billion powerhouse at the heart of global financial markets. This riveting evolution charts how a niche publisher built unshakeable trust, became the bedrock for credit ratings and market benchmarks, and masterfully harnessed technology—from early stock indices to cutting-edge AI—to deliver indispensable “essential intelligence” that shapes nearly every major investment decision worldwide. Surviving crises, regulatory storms, and tectonic technological shifts, S&P Global’s story is not just corporate history but a masterclass in creating lasting moats through standards, data network effects, subscription economics, and innovation. As it embarks on new chapters—embracing private markets, ESG, AI, and global expansion—the company’s transformation invites readers to explore how a 19th-century railroad analyst’s quest for transparency became the neural network of today’s financial universe. Dive deeper to discover the strategies, challenges, and visionary leadership crafting the next 165 years of financial intelligence.



  • I. Introduction & Episode Roadmap
  • II. Origins: Poor's Publishing & The Railroad Era (1860-1916)
  • III. The McGraw-Hill Connection & The Formation of Standard & Poor's (1888-1941)
  • IV. The McGraw-Hill Era & Building the Ratings Empire (1966-2012)
  • V. The Spin-off & Transformation (2013-2020)
  • VI. The IHS Markit Mega-Merger (2020-2022)
  • VII. Business Model & Competitive Moats
  • VIII. Technology, Data, and AI Strategy
  • IX. Playbook: Business & Investing Lessons
  • X. Analysis & Bear vs. Bull Case
  • XI. Epilogue & "If We Were CEOs"
  • XII. Recent News**
  • XIII. Links & Resources
Empor.top
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.