EFX

Insider Buying Week 02-20-26 Average Return 1.75% The Waiting Game Bytes to Kilowatts

by

So far the year is shaping up completely predictable. Last year’s winners or this year’s laggards. The AI trade has moved from the Capex spenders to the Capex beneficiaries.  Let’s call it bytes to kilowatts.  Notable insiders, not just any insiders but the ones that we identify as notable purchases moderately outperformed popular indices last week.  There is a lot of pain but it’s masked by the notable outperformance of the S&P 500 minus the MAG 7.  RSP over S&P. Name: Robert G. Ashe Position: Director Transaction Date: 02-18-2026  Shares Bought: 3,681 shares an Average Price Paid of $543.21 for … Read more

‘s time to be logical and unemotional BUY NOW

by

Equifax EFX is down to around $98  losing almost  40 points from $140 just days ago on that revelation that 143 million people with sensitive data such as social security numbers , birthdays and addresses had been stolen by an unnamed criminal enterprise. Equifax is one o the three big credit monitoring companies that pretty much impacts everyone’s life in this country. This is a detailed probability analysis of the effects of this breach. Risks and outcomes Business risk- Equifax primarily sells credit history data to banks, various lenders, employers, etc people who use their unique database of consumer buying … Read more