Yahoo Finance | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-08-13T16:48:57+00:00
Let's face it: Nvidia (NVDA) can't grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let's learn from two Wall Street giants who spend their days doing exactly that — Michael Burry and billionaire Bill Ackman. Ackman disclosed in his latest investor letter that he bought S&P Global (NYSE:SPGI). The stock is down more than 20% from its 2025 high, and Ackman thinks the market threw out a great business over a fear that barely touches it. Here's the fear. S&P Global sells financial data, and investors worry AI will make that data cheap and commoditized. The selling picked up after Anthropic launched its Claude Cowork tool. Ackman's answer: the fear is aimed at the wrong part of the company. S&P Global runs three benchmark franchises — Ratings,
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.