Considering what’s at stake, we can’t dismiss the torrents of negative headlines, venemous tweets, pending AG investigations, and congressional rebukes that have justifiably buffeted Equifax on all sides, as hyperbolic grandstanding even if that’s exactly what much of it is. In a very direct and non-hokey sense, trust – that the data lenders and employers […]
Tag Archives: Tail risk
[MA] Mastercard [V] Visa
[V, MA] The more things change, the more they stay the same
Upcoming posts (in no particular order): Gartner, Tractor Supply, Transdigm, Waystar, CCC, Fortive, and Veralto [...]
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[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
What are scuttleslops? Booking Holdings, Q2 ‘26 Earnings Call, August 04, 2026 Room nights grew [...]
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[scuttleslops] UMG, SPOT, SAIA, XPO, ICE, CBOE
What are scuttleslops? Universal Music Group, Q2 ‘26 Earnings Call, July 30, 2026 Universal Music [...]
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[scuttleslops] BLDR, RYAN, APG, GFL, FND
What are scuttleslops? Builders FirstSource, Q2 ‘26 Earnings Call, July 30, 2026 Builders FirstSource described [...]
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[OTCM] Listings for the rest of us
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and Fortive As [...]
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