Will Heard, Arthur Kaz – Best Ideas; Leah Zell Short: Woolworths
Will Heard Heard Capital At Invest For Kids Conference. We have a lot more coverage so stay tuned
Also we have a lot more conference coverage under our hedge fund Q3 post
Credit scores and lending. They are applications, scores and tools. Valuation appears "Rich" on P/B or P/E. Misunderstood that it's highly levered to the credit cycle but the reality is it's non-cyclical growth, the Tools business . . .
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