TransUnion’s Moat Just Got Shallow

Implied Podcast
03/10/2025 2 min Temporada 1 Episodio 32
TransUnion’s Moat Just Got Shallow

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Episode Synopsis

TransUnion shares just plunged 11% after FICO announced it will bypass credit bureaus and sell scores directly to lenders — a direct threat to a decades-old profit model. Add in a July cyber breach that compromised millions of Americans’ data, and suddenly a “steady compounder” looks vulnerable

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