u/WinterSomewhere4153

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-2.3%-2.3%
3d111100%+4.0%+4.0%
1w111100%+5.5%+5.5%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$FICOr/ValueInvestingDiscussionbullish
u/WinterSomewhere4153 · 12d agono track record yet

When do we start to consider FICO a buy?

FICO trades at an attractive 18x PE after a 70% drawdown from ATH, with revenue growing at 20% YoY and stable 50%+ operating margins. The company's monopoly position remains defensible against competitors like VantageScore without regulatory intervention, offering exceptional risk/reward for a quality compounder once political focus subsides.

At post $740.00Now $815.31+10.2% since postedas of Oct 23, 4:45 PM ET
1d-2.3%
3d+4.0%
1w+5.5%
1m—
3m—
6m—
1y—
original post →

End of results.