Equifax: Near-Term Weakness That May Lead To Guidance Revision (Rating Downgrade)

My previous investment thought on Equifax (NYSE: EFX ) was a buy rating because I thought the Feds cutting rates would boost mortgage demand, which should help EFX sustain its growth momentum. However, the macroeconomic backdrop is muchI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the mediu ...