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[@11thmancapital](/creator/twitter/11thmancapital)
"Brokers out now first cut of the $EFX pricing. We don't know the $ for $FICO direct yet but clearly EFX is trying to ensure that FICO continues to be purchased via the CB channel. Makes sense for the CBs to try to avoid any disintermediation to encourage VS adoption LT"  
[X Link](https://x.com/11thmancapital/status/1975888814804766990) [@11thmancapital](/creator/x/11thmancapital) 2025-10-08T11:39Z XX followers, 1509 engagements


"The question for $WKL is whether OpenEvidence can become a point of care solution or an adjacent research product more similiar to $RELX's ClinicalKey My take is on the latter given its focus on being an ad funded model"  
[X Link](https://x.com/11thmancapital/status/1974958923041198526) [@11thmancapital](/creator/x/11thmancapital) 2025-10-05T22:04Z XX followers, XXX engagements


""UTD is more at risk from new AI competition because it does not own / control the underlying content while the explosion of new AI tools and tech partnerships is a significant new licensing opportunity for the publishers of research" - $WKL"  
[X Link](https://x.com/11thmancapital/status/1975070175495086380) [@11thmancapital](/creator/x/11thmancapital) 2025-10-06T05:26Z XX followers, XXX engagements


"The question is who dictates the use of the FICO score the credit underwriting process or the capital markets $EFX $FICO"  
[X Link](https://x.com/11thmancapital/status/1975708924566532339) [@11thmancapital](/creator/x/11thmancapital) 2025-10-07T23:44Z XX followers, XXX engagements


"The move by $EFX and $FICO today is the market telling us the pricing party is over for the credit reporting space"  
[X Link](https://x.com/11thmancapital/status/1976060102475239691) [@11thmancapital](/creator/x/11thmancapital) 2025-10-08T23:00Z XX followers, XXX engagements


"Difficult environment for the broader restaurant space given how low FAH inflation is. Hard to see too much pricing next year for $CMG (or the industry) given traffic issues already"  
[X Link](https://x.com/11thmancapital/status/1978743307879530734) [@11thmancapital](/creator/x/11thmancapital) 2025-10-16T08:42Z XX followers, XXX engagements


"Another $500m restructuring at $MMC on top of the $279m and $XXX they did in 2024 and 2025 😂 Not sure if anyone has done the work but have the quality of earnings of these business been incrementally declining overtime"  
[X Link](https://x.com/11thmancapital/status/1978953226897756355) [@11thmancapital](/creator/x/11thmancapital) 2025-10-16T22:36Z XX followers, XX engagements


"Still don't know the data pricing for the $FICO pull yet. I guess we will find out this weekend"  
[X Link](https://x.com/11thmancapital/status/1979359415158608351) [@11thmancapital](/creator/x/11thmancapital) 2025-10-18T01:30Z XX followers, XX engagements