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16 handpicked stocks

Information Asymmetry Arbitrageurs

These companies build their success on knowing more than their customers. Our analysts have selected businesses that create lasting value from proprietary data and analytical advantages in complex markets like credit scoring, auto sales, and insurance.

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Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

FICO

Fair Isaac Corp

FICO

Current price

$1,343.16

Its business is the creation and sale of credit scores, the quintessential example of profiting from a proprietary analytical model that assesses cons...

Its business is the creation and sale of credit scores, the quintessential example of profiting from a proprietary analytical model that assesses consumer information.

EFX

Equifax Inc.

EFX

Current price

$247.72

As a major credit bureau, Equifax's entire model is based on collecting, analyzing, and selling access to consumer financial data that lenders use for...

As a major credit bureau, Equifax's entire model is based on collecting, analyzing, and selling access to consumer financial data that lenders use for risk assessment.

TRU

TransUnion

TRU

Current price

$88.89

TransUnion profits directly from information asymmetry by providing businesses with consumer credit reports, analytics, and fraud detection services.

About This Group of Stocks

1

Our Expert Thinking

These companies profit from the knowledge gap between businesses and consumers. They've built sustainable advantages through proprietary data and specialized analytics in complex markets where information is power. This creates strong competitive moats and significant pricing power.

2

What You Need to Know

This collection focuses on market leaders in credit reporting, auto sales, insurance, and consumer finance. These companies don't just use data—they monetize it directly. With AI and machine learning advancements, their information advantage continues to grow stronger.

3

Why These Stocks

We've handpicked companies where information asymmetry is the primary driver of revenue and profitability. Each business has built defensible data assets or analytical capabilities that competitors can't easily replicate, positioning them for potential long-term growth.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+72.25%

Group Performance Snapshot

72.25%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 72.25% over the next year.

12 of 16

Stocks Rated Buy by Analysts

12 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🧠

The Power of Knowing More

These companies have built business models around knowing what others don't. As data becomes more valuable, their competitive edge grows stronger and their profits potentially more durable.

🚀

AI Revolution Multiplier

Advancements in AI and machine learning are supercharging these companies' ability to extract value from their data assets, potentially creating new revenue streams and expanding their information advantage.

🛡️

Defensive Moats in Uncertain Times

Companies with proprietary data and analytics often maintain pricing power even during economic downturns. Their information advantage creates barriers that competitors struggle to overcome.

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