Professional Investment Theses Compilation #2

$EFX, $APP, $DIS, $PDFS, $PLNT, $KMX, $JBT, LON:ATG, $CRM, TSE:TVK, $RGP, $CRH, LON:AHT, $MDT, ETR:SHL

As commented in the first round on these Investment Theses Compilations, while this substack will continue to be mainly focused on investment thesis and business model analysis, I’m starting a series of articles in order to gather investment theses from professional investors that caught my attention in the last weeks.

Those are not at all investment recommendations and I am not endorsing any of these theses. Those are theses that could be of interest for other investors and could serve as a starting point for further research.

(If you think those posts are useful, please let me know by clicking the like button or sharing with anyone that you think could find it helpful. It is the only way for me to know that this is valuable)

Equifax ($EFX) by Weitz Investment Management

Market cap $29.66B; Price $240.41; PE (FWD) 32.5; EV/EBITDA (FWD) 18.4

• Equifax, Inc. (EFX) is a critical information services provi…