Equifax: Further Validation That Near-Term Performance Is Extremely Uncertain

Core Insights - The previous investment stance on Equifax (NYSE: EFX) was a hold rating due to uncertainty in demand outlook amid macroeconomic conditions, despite potential long-term opportunities in cloud and EWS [1] - The focus is on long-term investments while also considering short-term shorts to identify alpha opportunities, emphasizing a bottom-up analysis of individual companies' fundamentals [1] - The investment horizon is medium to long-term, aiming to find companies with strong fundamentals, sustainable competitive advantages, and growth potential [1] Company Analysis - Equifax's demand outlook remains uncertain following the 2Q25 results, indicating a cautious approach to investment in the company [1] - The investment strategy prioritizes identifying companies with solid fundamentals and growth potential, which is critical for long-term investment success [1]