Equifax (EFX) as a Buy for Defensive Growth

about 1 month ago

Host

"Now, finally, we get to Equifax. This is one of my newer positions... I consider Equifax a buy right now. I think that it's a great company. It's at an attractive price. And I believe that there's more upside than downside."

The host presents Equifax as an attractive, defensive buy, noting that its subscription-based and data-driven business model coupled with an appealing valuation offers more potential for upside. He purchased additional shares during a tariff-induced dip, emphasizing Equifax's wide moat and consistent performance.

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