Thoughts on Corporate Strategy: Stock Pick: ECPG

Thursday, January 19, 2006

Stock Pick: ECPG

I recently bought a company that is a debt collector. Debt collection has become a major industry with 3-5 big players that use software to conduct sophisticated analysis to determine exepected debt collection probabilities. ECPG is one of these players. Two factors support this investment thesis:... Sign in to see full entry.

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