LFG over a year. From 108 to 32 in, call it, 4 months. FNF and FAF are other names in this title company space. Decent barrier to entry and for the most part an oligopolic industy. Anyway when I see charts like this I start to salivate. The problem with bottom picking financials is unless you are really in the know, I find so many of them black boxes. These land title companies I think are somewhat easier to get your mind around. I keep picking them up and putting them back. At some point soon, I may own part of one of these guys.
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