I would imagine it will be like SHW with raw material inflation. Keep profit dollars neutral on upswing, big profit increase on downswing, and expanding normalized margins.
Unless your view is it isn’t a commodity anymore
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Fair enough though I’m wondering if all the drinking impacted productivity and exacerbated the inflation…
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I was thinking they’d price classic (both through bureaus and direct) to neutral with what they have said on 10T direct for 2026.
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VantageScore CEO yesterday: Gaming is a myth
Fannie Mae SVP: They can figure out how to game a system at the drop of the hat.
Seems like another opportunity to partner with a would-be threat and expand their market opportunity to me. And in retail payments it looks like a solution looking for a problem.
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Their Proxy statements might be the most informative/useful proxy statement I've ever read in terms of laying out their operating principals and culture.
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Yup, Rob has been running the show for 17 years and is great. I imagine it was nice having Bill's acumen on the investing side / depth of knowledge though.
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