In short: Named only as the S&P Global spin-off being backed out of the growth math — "even without Mobility Global, their organic revenue growth is 11%." No view on the spun-off shares this episode.
13:31The revenue grew 11% year-over-year when you factor out the spin-offs. Though even without Mobility Global, their organic revenue growth is 11%. The ratings business is doing incredible along with Moody's. It's growing quickly. They own the S&P Dow Jones indices, which is an incredible business. Market intelligence, which is the part that investors are focused on the most, grew by 6%, subscription revenue increased by 6%, 9% growth in volume.
In short: The S&P Global automotive-data spin closed at 11× '27 EBITDA — a one-turn discount to the 12× peer group, so "a little juice left, but not super compelling."
Full passage: premium transcript (PDF).
In short: A holding shown in his portfolio — "Mobility Global is a spin-off from S&P Global. I've not decided to sell it yet. I'm going to be holding on to this one for a little bit." Undecided, no buy/sell call.
Mobility Global is a company that was spun off from S&P Global (one of Carlson's holdings), so he received shares in it automatically. He hasn't formed a firm view yet — "I've not decided to sell it yet. I'm going to be holding on to this one for a little bit." It's a wait-and-see holding, not a buy or sell recommendation.
26:22So, that's fun to see. But when we look at these two positions, DoorDash has moved up a little bit. Uber is still flattish going back from the red to the green. And by the way, this holding right here, Mobility Global, is a spin-off from S&P Global. I've not decided to sell it yet. I'm going to be holding on to this one for a little bit.
In short: S&P Global's automotive data/technology spin-off — separation completed Wednesday; began regular-way trading under ticker MGGL. The spin special situation to watch (previously tracked as the when-issued line).
Full passage: premium transcript (PDF).
In short: S&P Global's automotive data/technology spin-off (CARFAX-anchored, ~65% of revenue) — began when-issued trading Friday, regular-way this week. A spin special situation to watch.
Full passage: premium transcript (PDF).
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.