This circuitous 2-parter is going to open with the consumer credit bureaus (Equifax, Experian, and TransUnion – EET), switch to FICO, and loop back to the bureaus…apologies in advance for the disorienting structure. Let’s start with Experian, which like many companies formed through motley acquisitions, wasn’t so much created as it was allowed to emerge. […]
Tag Archives: Credit bureaus
[XPEL] Xpel
[XPEL] Xpel Inc
I spent several weeks speaking with 70 automotive paint protection film (PPF) installers to better [...]
1 Comments
Continue reading →[ROP] Roper Technologies
[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
2 Comments
Continue reading →[AME] AMETEK
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
1 Comments
Continue reading →[TDY] Teledyne
[TDY] Teledyne
Many investors have come to know of Teledyne through Warren Buffett, who in John Train’s [...]
Continue reading →[CTAS] Cintas [UNF] Unifirst [VSTS] Vestis
why Cintas wins
Please check out my annual interview with @LibertyRPF, where I offer some thoughts on investing [...]
1 Comments
Continue reading →