Said on Jun 23, 2025, at 8:01 in the video.
“Equifax has a strong majority subscription-like revenue that I believe will continue to grow in the future.”How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.
EFX closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.
How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.
subscription revenue type of company. It's why in the story fund I have Netflix as a top position. I hold Costco as another long-term significant bet in my portfolio. The way that Costco makes money is by its membership. It is overall a subscription-based company. Apple transition from a hardware company to a seller of software. Microsoft is a subscription-based company. Same with Salesforce. S&P Global and Inuit it are examples of two other fantastic subscriptionbased companies. And then we have Equifax, which can be put into that same category. Equifax has a strong majority subscription-like revenue that I believe will continue to grow in the future. And on top of that, they're launching a lot of new products. Now, typically, I like to buy companies like this on a significant dip, but it doesn't look like we're going to get that anytime soon. We just had a major geopolitical event, and so far the market isn't reacting. Now, this is something that we discussed that could happen in the previous episode. We said that the US is getting closer to directly bombing Iran. And we knew this because both figuratively and literally the US was getting closer. There were ships and planes and and military
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