David FingoldVerisk AnalyticsVRSK WAITApr 14, 2021
Excellent company. Supplies data to insurance companies. Only risk is consolidation, where insurance companies wouldn't need to buy the data, as they'd have it if they were big enough. A resilient business, so not the best place to be in the first stage of an economic recovery. He prefers a capital goods cyclical right now, such as DE or CAT.
Excellent company. Supplies data to insurance companies. Only risk is consolidation, where insurance companies wouldn't need to buy the data, as they'd have it if they were big enough. A resilient business, so not the best place to be in the first stage of an economic recovery. He prefers a capital goods cyclical right now, such as DE or CAT.