S&P Global Inc. (SPGI)

Pershing Square's three biggest new stakes are in companies that get paid when somebody else's customer transacts. Together, they were bigger than any single bet in the filing.

A creative software titan is trading at a steep discount, but a major strategy shift has investors wondering if the price is a bargain or a breakdown.

Its five-year correlation to the broad market leaves real room for behavior of its own, but the swing that comes with it is far wider than the index's.

When eBay falls in a crisis, the damage is concentrated in the depth of the drop, not the time it takes to climb back out.

S&P Global stock screens as expensive on both market multiples and an Excess Returns intrinsic value estimate, even though the share price has still delivered a gain over the past three years. That co...