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@beyond_mental "$TRU and $EFX down 7-8% as $FICO launched mortgage direct license program allowing tri-merge resellers to deliver FICO scores directly. $FICO eating into bureau mark-up and putting in its own pocket. Not sure how bureaus will retaliate as they own the data"
X Link @beyond_mental 2025-10-02T02:33Z 1739 followers, 1324 engagements

"$DOL.TO only dollar store that continues to execute well. $DG and $DLTR have misexecuted in an environment which logically speaking should have been best for the industry. I don't think Temu is an issue it is a more resilient $WMT that is eating their lunch"
X Link @beyond_mental 2023-09-13T11:19Z 1738 followers, XXX engagements

"A SaaS or Consumer Internet company announcing something with almighty OAI is not getting same reaction from the market vs a supplier that sells to OAI. It is legit fear that OAI will disrupt you or raise CAC. $CRM $ZG $BKNG come to mind. $SHOP is an exception so far"
X Link @beyond_mental 2025-10-15T13:07Z 1739 followers, XXX engagements

"@MarioGabelli Someone pitched $ABNB and $BKNG on the same theme.essentially buy NA Travel names"
X Link @beyond_mental 2025-10-14T18:53Z 1739 followers, XXX engagements

"Increased card penetration during pandemic would have theortically slowed $V/ $MA topline growth. But both continue to power through slowdown in penetration as they have scaled their VAS businesses. Not as juicy margin profile as networks but still very respectable margins"
X Link @beyond_mental 2025-10-14T18:45Z 1739 followers, XXX engagements

"Housing can have a few good years if we get some rates repreive things continue to be very depressed. $HD $FND $LOW $SGI These were good stocks post-GFC in an oligopolistic market with good pricing power"
X Link @beyond_mental 2025-09-11T19:25Z 1737 followers, XXX engagements