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@PetramcoC "$FICO is saying the bureaus marked that up 100%. If true implies $160m of pure profit on reselling the FICO score. $EFX 2024 Adj. EBIT was $1.43b. $XXX / $1430 = XX% EBIT hit in the worst case scenario. Put differently if stock is -XX% today you should probably buy it"
X Link @PetramcoC 2025-10-02T13:05Z XXX followers, XXX engagements

"@OnodaCapital wen my $BAH 🚀 then. 😭"
X Link @PetramcoC 2025-10-10T10:07Z XXX followers, XXX engagements

"That leaves us at $400m of relevant revenue. Lots of different customer prices report types etc so we'll have to use round numbers. Let's say $EFX revs for a single credit report is $XX in 2024 and FICO charged them $XXX for the score. Implies $EFX paid FICO $160m"
X Link @PetramcoC 2025-10-02T13:05Z XXX followers, XXX engagements

"ChatGPT keeping me on the straight and narrow as I try to figure out $JEF"
X Link @PetramcoC 2025-10-10T12:32Z XXX followers, XXX engagements

"I think it's credibly a 10x EBITDA asset. $MAS $FBIN $TREX & $JHX are all there or higher. That would equate to $10b of value for HIP"
X Link @PetramcoC 2025-10-02T18:08Z XXX followers, XXX engagements

"It's odd that First Brands has blown up so spectacularly while $AZO & $ORLY are close to ATHs"
X Link @PetramcoC 2025-10-10T09:54Z XXX followers, XXX engagements

"It's averaged XX% EBITDA margins since Q1 2021 when it was created in its current form and CapEx is modest (15-20% of EBITDA). Its margins are holding up nicely this year in a tough market for most newbuild exposed materials companies"
X Link @PetramcoC 2025-10-02T18:08Z XXX followers, XX engagements

"Trying to think through laterals from Abel/Buffett's purchase of OxyChem for $10b. The company with the most directly overlapping chemicals footprint is Westlake or $WLK. They are both heavily involved in the vinyls / chlor-alkali chain (chlorine/caustic/VCM/EDC/PVC)"
X Link @PetramcoC 2025-10-02T18:08Z XXX followers, XXX engagements

"Let's do some $EFX maths team in the $FICO induced hullaballoo - The relevant biz line sits within USIS which did $1.9b of 2024 revs. Of that XX% was mortgage-related. That's $550m. Of that $150m is trimerge report resale and other property-related (i.e. not credit) reports"
X Link @PetramcoC 2025-10-02T13:05Z XXX followers, XXX engagements