Season 1 · Episode 32
TransUnion’s Moat Just Got Shallow
Implied Podcast · Implied Podcast™
October 3, 20252m 9s
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Show Notes
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