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[@RAMCOCAPITAL](/creator/twitter/RAMCOCAPITAL)
"@DurableCreators If you love acquisitions to bolster a data business you will LOVE $mco"  
[X Link](https://x.com/RAMCOCAPITAL/status/1978506564634853452) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-15T17:01Z XXX followers, XXX engagements


"$efx thesis has been 1) TWN 2) housing rebound 3) differentiated product with TWN+CB to compete against the other CBs and 4) capital returns coming out of the reinvestment cycle. Fight with $fico hurts 2/3. Feels a bit thesis breaking. Will likely trim from X% position to less"  
[X Link](https://x.com/RAMCOCAPITAL/status/1979267503135297580) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-17T19:25Z XXX followers, 1185 engagements


"@EnvyRoyalty__ $FICO will go direct to lender and $efx loses that XXX% markup which was likely all profit. Lenders will start the buying process by pulling from one CB that should have been $efx but it may be more competitive"  
[X Link](https://x.com/RAMCOCAPITAL/status/1979312975853842722) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-17T22:26Z XXX followers, XXX engagements


"$vlto outperforming $DHR is honest to god nauseating"  
[X Link](https://x.com/RAMCOCAPITAL/status/1975971903627272321) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-08T17:09Z XXX followers, XXX engagements


"@evrgn11112231 $ge has Culp so premium justified"  
[X Link](https://x.com/RAMCOCAPITAL/status/1979632480694202764) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-18T19:35Z XXX followers, XXX engagements


"Anyone have the news on $efx"  
[X Link](https://x.com/RAMCOCAPITAL/status/1973546003195371757) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-02T00:30Z XXX followers, 1255 engagements


"Oh shit hes long isnt he $fico"  
[X Link](https://x.com/RAMCOCAPITAL/status/1973901833400971468) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-03T00:04Z XXX followers, 2189 engagements


"@Larryjamieson_ $efx going down swinging"  
[X Link](https://x.com/RAMCOCAPITAL/status/1975653224192319902) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-07T20:03Z XXX followers, XXX engagements


"$fico move seems warranted. Only way $efx can win is to play long term although I fail to see how giving VS away will entice customers to build new models around VS. They know EFX will take price in the future if its adopted"  
[X Link](https://x.com/RAMCOCAPITAL/status/1975941370675421577) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-08T15:08Z XXX followers, XXX engagements


"$spgi is a wide moat monopoly thats so cheap. Also $spgi:"  
[X Link](https://x.com/RAMCOCAPITAL/status/1978432369074798601) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-15T12:06Z XXX followers, 5192 engagements


"Cant ever bring myself to own $amzn and $GOOG long term. Traded in and out but just feel more comfortable with $MSFT and $meta. Also Wmt+ has me reconsidering prime"  
[X Link](https://x.com/RAMCOCAPITAL/status/1979267864734445811) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-17T19:26Z XXX followers, XXX engagements


"@EnvyRoyalty__ I thought $efx had upside from being the initial pull on every credit file when the homebuyer starts the search as thats the only way to get employee verification early"  
[X Link](https://x.com/RAMCOCAPITAL/status/1979471415519879488) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-18T08:55Z XXX followers, XX engagements


"@EnvyRoyalty__ Lenders pull one score to pre qual a buyer at the beginning. $efx had the best value prop by allowing that lender to pull score+employment verification differentiating product from other CBs. Now they may fight for that first pull"  
[X Link](https://x.com/RAMCOCAPITAL/status/1979555101803987391) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-18T14:28Z XXX followers, XX engagements


"@evrgn11112231 @PythiaR @JerryCap And its been an incredible investment"  
[X Link](https://x.com/RAMCOCAPITAL/status/1979719281530241380) [@RAMCOCAPITAL](/creator/x/RAMCOCAPITAL) 2025-10-19T01:20Z XXX followers, XXX engagements