
"Now, moving on, we get to Equifax reporting their earnings this morning. The stock was down 4% because of some commentary of the CEO, despite the fact that they beat their estimates and raised guidance. I see the fundamentals moving in the right direction and will continue to hold for now. This is an example where a single statement can cause a temporary drop, but the underlying business remains fundamentally strong."
The speaker discusses Equifax (EFX), noting that despite a negative CEO comment that caused a temporary drop, the company beat estimates and raised guidance. Strong underlying fundamentals justify a hold position, despite current market sentiment.
I'll Keep Buying Any Dip In This Company
October 21, 2025
Company Opinion