u/_quantitative · 37d agono track record yet
I spent the summer on FICO reading every deep dive and sell side research. Here's where I think they all go wrong
FICO is experiencing a duration write-down despite ~40% earnings growth and raised guidance; the market is pricing down the duration of premium returns, not the earnings themselves. The author's variant thesis is that FICO's moat is more durable than consensus analysis suggests (one coordination standard, not five separate moats), positioning the stock as modestly bullish at $985.
At post $991.35Now $815.31-17.8% since postedas of Oct 23, 4:45 PM ET
1d-2.5%
3d-4.2%
1w-11.3%
1m-22.2%
3m—
6m—
1y—