Reddit Posts
Do you prefer companies with high but predictable recurring ROCE, or companies with low prices and high uncertainty?
Credit Scores? FICO already halfway to the moon
What are your thoughts on concentrating your positions?
SoFi outlook for 2024 with particular attention on interest rate hikes and Tech Platform Growth. Happy Thanksgiving to everyone!
REgards! Below but Average joe here. This is the first time I am asking advice on what to do with my money here. My CC's just gave me loans.
Fair Isaac Corp. [$FICO] this stock will clobber the market in the next decade
$DSC - Where there is smoke there is fire
Inflation came in at 3% YoY (.1% MoM) and core came in at 4.8% YoY (excludes food and energy).
June CPI rose 3.0% over the last 12 months vs the expected 3.1%
Supreme Court decision on Loan Forgiveness favorites Private Student Loan Lenders.
$UPST SHORT SQUEEZE is right there for the taking
April CPI rose 4.9% over the last 12 months vs the expected 5%
What’s your opinion on Fair Isaac (FICO) stock after being added to the S&P 500?
Hot Stocks: LCID leads EV stocks higher; FICO rises on earnings; STEL, HAS drop
$RICK strippers have good credit. $FICO low P/E
Stocks making the biggest moves after hours: Bumble, Rivian, Dutch Bros, FICO and more
Average FICO scores - consumer credit cards (770), auto loans (789), new mortgages (768), and home equity lines (792) - VERY STRONG
Which is the best SOFTWARE stock to buy now for the next 5-10 years
Luck vs. Talent: Analyst Estimates for Individual Equities & What it Means for Stock-Picking
Why is the FHFA contemplating change in credit score methodology?
Short Squeeze opportunity of 2022 - High Short Ratio + Market Mispriced + Solid Business + High Growth
MBB, a triple A rated MBS ETF, has crashed and made a new all time low under the 2008 housing crash. Worst quarter performance ever by far. Mortgage departments everywhere seeing layoffs. And as a bonus, Fannie Mae executives are jumping ship!
FOR THOSE THAT ACTIVELY BUILT CREDIT FROM NO CREDIT HOW LONG DID IT TAKE TO GET A 700, 750, AND 800 (IF APPLICABLE)
$SOFI - Undervalued. Oversold. A screaming buy.
You hated my last DD, so here’s another! This time it’s Upstart
Looking for 4 traders to fund and operate a fund. DM are welcome.
My thoughts on $KPLT and why it can be good opportunity for huge returns with low risk(already at the bottom). Earnings on 11/9 pre-market
SoFi vs. Upstart vs. LendingClub - Looking for a Fintech Stock
The Weekly DD - Upstart (UPST) Full Stock Analysis: A potential FAANG?
The Weekly DD - Upstart (UPST) Full Stock Analysis: A potential FAANG?
The Weekly DD - Upstart (UPST) Full Stock Analysis: A potential FAANG?
Impending market crash? My Musings - For discussion
Still plenty of room on the $UPST rocket - should hit $200 soon
There's still time to get in on the UPST 🚀
FICO, WSJ: banks and lenders moving away from the FICO score and to their own proprietary data that predicts if borrowers will repay loans
Tools used as weapons to monetize Billions & generate hundreds of millions every year at Drive Shack $DS aka per www.driveshack.com Dec 2016 Shareholder presentation by Wesley Edens, Chairman of DS aka Newcastle Board. Fortress split of $NRZ&SNR sold for 2.3B before name chg. $NOVC must be next.
Listen Up Smooth Brains. Stop Chasing Meme Stocks that Already Peaked (GME AMC WISH CLOV) and Get in Early for Once. KPLT is a $30 Stock Trading for $11. Load Up. DD Below.
Listen Up Smooth Brains. Stop Chasing Meme Stocks that Already Peaked (SPCE, GME, AMC, CLOV, WISH). I have an $11 Stock That Should Be $40: Katapult (KPLT). Get in Early on the Next Rocket Ship.
Credit score industry being disrupted by Upstart Holdings as it uses artificial intelligence to improve predictive models
KPLT game very strong potential trading at a discount
KPLT Is a $25 Stock Trading for $11. Buy It. DD Below.
$KPLT is a $25 stock trading for $11. Load Up and Read my DD below.
$KPLT Is Dirt Cheap after DeSPAC and Recent Earnings. Read my DD Below
Is there a serious liquidity problem in the country right now despite inflation?
Katapult Holdings, Inc: The sleeper Affirm competitor that just went public and already makes more money yet trades at more than 10 times cheaper. NOT a short squeeze - an undervalued, long term play in a sector experiencing rapid growth.
CCS/Lennar -Like Good God CCS is making me hot and bothered, or if you want a short term play Lennar
NrdRage's Friday DD v. 2.0: Now with more nebulous to deal with IB fuckery. Oh, and we're gonna talk about how good Chick-Fil-A Lemonade is ($LMND)
Upstart Holdings, a good company with good tech, is being attacked
Rkt and Uwmc are extremely undervalued
UWM looks like it could be a good value play for long-term investors. The company's shares are significantly undervalued at the time of writing.
My Update on UWMC: The Equivalent of Counting Cards at the Blackjack Table Baby, or Why are ya'll tripping on this fine Stock?
UPST (AI/ML enabled consumer lending and risk profiling)
Mentions
monopoly/duopoly's can change, especially since their MOAT isnt tangible. Just look at FICO.
VM analyze the option chain of FICO for me
> Credit score does nothing to help/hurt this, they said. I was looking for an option a little kinder to me since I have an 806 credit score. you're learning a painful lesson: FICO scores are not as important as people think often they are. securities are volatile, so the lender needs to charge a relatively higher interest rate than if you used a house as collateral. real estate will probably not drop in resale value 20% in a month, but that's a very real possibility for a stock portfolio. so the lender needs to charge higher interest rate to help compensate for that risk.
I love this breakdown. FICO is one of my larger holdings, but it's good to get this bear case from an industry insider. I'll keep it in mind in the near future.
Sure. There are a few points. 1. A FICO score is just an interpretation of credit bureau data from Equifax, Transunion, Experian. There is nothing contained in a FICO score that isn’t contained in an Equifax credit report. 2. Why are FICO scores used by lenders? Convention. FICO prospered as company because of decades long, industry wide convention & monopoly on scores, dating back to the days of 'manual underwriting' being swapped out for credit scores. There is absolutely nothing special about FICO scores, and as soon as lender's decide they can use a different scoring system, FICO's faux moat is gone. 3. Lenders have finally decided they are allowed to use a different scoring system, and have actively started to replace FICO scores. It's not even just the threat of any 1 new system (like vantagescore) vs FICO scores that matters, but that the convention has been broken. 4. Mortgage lending specifically is a business with very slim margins and very strong mandates to investors. If lenders can cut costs and improve margins *even slightly* by switching to a cheaper scoring system, they **will** do so. 5. FICO overwhelmingly makes their money on FICO scores. On paper they have some revenue diversification from other software, ai lending stuff, etc, but those products are only bought based on upselling clients who are already mass purchasing scores. If clients stop paying for FICO scores, FICO's other businesses die too.
I added more to FICO today after it dropped 10%. then it dropped some more. Not opening the app tonight..
Feel free to explain why FICO is a 0 within 10 years.
FICO is the most bizarre one to me. I work in mortgage underwriting, and I can tell you with absolute certainty that FICO’s current business is a 0 within 10 years.
I mean the story is relatively simple, Vantagescore hasn't gotten traction so they've had to drop pricing completely just to get interest. Regulatory scrutiny is increasing, but punitive action has not been taken. FICO is facing competition, but it's not a doomsday scenario by any means. The FHFA along with Fannie and Freddie are now allowing competition for FICO scoring but this has been telegraphed for a couple of months at this point ever since Pulte started aiming at them. The Mortgage Bankers Association CEO practically leaked it on a podcast a couple of weeks ago. I don't think this impairs the long term thesis, but I'm not buying (I already bought a lot, and I want to be buying at these levels).
I try to tell people stop buying ADBE, NOW and FICO. the market does not give a shit what they do they will just dump for no reason
Jeeeeeez FICO has become such a messy story. Compelled to sell just not to think abt it, but I would like to do so only if I have an exciting opportunity to plug it in. Its killing me.
Does anyone here own FICO lol holy shit
i swear - FICO has had a bunch of days like this in the last year.
My AMD gains balancing my FICO losses. Thank you AI bubble
FICO, SPGI, Moody’s. The terrible three of proprietary data which somehow Claude will replace…
Oh and 830 FICO Brah!!!
...What if AI in combination with robotics eventually does exactly as promised... and the main income available becomes stock growth based on the performance of increasingly automated companies? Sort of like stock-based UBI? Meanwhile, the entire economy kinda splits into haves and have nots- ownership class and renter class. With a lot of cities becoming like those airport lounges where you need a certain type of credit card, FICO score and annual fee to access. And there would be a civil war- but *everyone* is tracked, your bank, social media, investment, savings, whatever accounts get cancelled if you're determined a 'threat' to 'national security.' Then you get deported.
I have buy FICO but PYPL I think is a good chose too
#TLDR --- Ticker: FICO Direction: Up (Long) Prognosis: Buy shares under $1,000 (OP's average is $950, plans to double down at $850) Catalyst: Massive $1.5B stock buyback, expanding 50% margins, a 30-year untouchable data moat, and analysts targeting $1,800+. Irony Level: High. Exploiting the credit score cartel's $9.95 monopoly fees to print a house down payment.
LONG $FICO - software selloff and regulatory issues are not going to impact the fundamentals of the business, bought more today
#TLDR --- **Ticker:** FICO **Direction:** Up **Prognosis:** Buy Shares at or below $1,000 (OP's average is $950) **Timeframe:** Long-term compounder (holding for the 3-4x) **Irony Level:** Putting 15% of your portfolio into FICO stock to afford a house, while the government blames a $9.95 FICO fee for why people can't afford houses.
SPY now 100 points higher than the average ber FICO score
Love it. I was thinking the same thing a bit ago. I ultimately dumped $15k or about 12% of my port in HOOD across a few days for an average at $68.83. I went with HOOD over COIN given the profit margin and recent stock buy back plan. COIN has more upside in my opinion but think the Robinhood customer base it going to be sticky regardless of the crypto environment. Consumer sentiment and expendable income is very low right now. I except it to go from shit >> less shit once gas prices drop. Even if for a brief moment, think institutional investors will back to more risk on and load up here along with RDDT + FICO. 
Love it. I was thinking the same thing a bit ago. I ultimately dumped $in HOOD across a few days for an average at $68. I went with HOOD over COIN given the profit margin and recent stock buy back plan. COIN has more upside in my opinion but think the Robinhood customer base it going to be sticky regardless of the crypto environment. Consumer sentiment and expendable income is very low right now. I except it to go from shit >> less shit once gas prices drop. Even if for a brief moment, think institutional investors will back to more risk on and load up here along with RDDT + FICO. https://preview.redd.it/5reqlv6cy0vg1.jpeg?width=1206&format=pjpg&auto=webp&s=1e0acff0ac47f5fb51eb20c4795e0a5064700ec2
Damn I should have bought FICO last week. I don't think I'll ever see that stock at $920 again (but who knows).
I started buying yesterday SaaS names that either have physics or regulatory based moats. Synopsys, Veeva Systems, Autodesk, Intuit, and FICO. If Synopsys is genuinely disrupted it means AI is now self improving without human input and we've reached the singularity; nothing is safe at that point and we've entered a whole new world. Autodesk I consider safe because even if AI can design physical objects you still need to do the simulations to make sure the bridge you just built isn't going to collapse. Veeva, Intuit, and FICO all serve heavily regulated industries where AI slop and hallucinations will never be acceptable.
Eeeeeshhhh FICO getting absolutely demolished along with other SAAS. Truly a generational wipe out.
FWIW, I handle 90% of all the financing that happens at my dealership. Banks are tightening up on lending, especially people w high DTI’s despite high credit scores. In the past, if someone had a 740+ FICO and long credit history, PTI and DTI was thrown out the window. But this may have absolutely nothing to do with your post, just some info from my world.
I'm very comfortable holding these and continuing to add to the position as I have since 2022. I don't need to pump these bags. I like this as a squeeze attempt precisely because it has compressed so much since ATH's this allows for both a safer new entry for new people and that the data we are given from **official and regulated** reports support a strong growth curve, making this a viable investment. The data doesn't support your narrative: The net charge-off rate for their student loans is 0.69% Their personal loan charge off is < 3% Their capital ratio is 22.9% - Standard banks is 12-13.5% standard banks are ratioed at 10:1, sofi is more like 5:1 rounding down yes "unsecured loans" sits at 80% but I'm not buying the manufactured narrative that enough of their customer base defaults to suddenly drive the NCO to 6%+. They have prime borrowers with high FICO scores and a high average income - these are the ones least likely to default vs subprime borrowers. But if it's not for you cool. Good luck with your other investments
Bought FICO and SPGI as well.
bought FICO at $1100. hope they recover quickly
I know credit scoring and FICO is definitely vulnerable. Lenders are fickle and they’ll use whatever is working and priced best. It could be derived from a squirrel in a maze, if a credit bureau shows better results, lenders can and will switch things up. AI has proven robust at predicting risk and assessing users.
Definitely seems like that's the trading pattern. I expected FICO to take a plunge today but that hasn't happened.
SPGI mostly has extremely proprietary data they use for commodities for example. Stuff that sits on physical tapes that AI literally could not touch even if we developed far more advanced world models. FICO's main business is credit scoring, and AI is yet another item that won't touch their business. Software side is yet to be seen, but I don't think it'll distrupt either.
Don’t feel as confident in FICO/SPGI. They do kind of narrow data in, out stuff which could conceivably be AI’d. CNSWF has like 300+ very specialized applications/platforms which are essential for clients and which don’t seem that vulnerable to be five code reverse engineered or displaced.
A few ride or die picks for me. FICO, GOOG, CSU, SPGI. I'm knee deep in financials and software. I think there's a lot of fear here that we'll think about differently in five years. A lot of uncertainty, but I've been buying while there's real blood in the streets. FICO has fallen more than 50% from ATH, CSU over 50%, SPGI down 26%+. Companies that I don't see being displaced anytime soon, or their competitive advantages really eroded.
If I had more dry powder, now would be the day I would double down on RDDT. I spent my added dry powder on FICO this week. Damn.
This joseph carlson video got me considering FICO. 🤔
There are lots of high quality names trading at discounts which I believe show much better next ~2-4 year returns than FIX at the current $1,450 price. I think FIX is now a big gamble given the valuations and multiple. FIX is already up another whopping 57% YTD following a 130% run up last year. This rally simply can't continue long term given the physical constraints of labor workforce. $1,450 is basically already pricing in a 20-30% YoY growth for this year, going into 2027, and possibly even into 2028. As we all know, the entire SaaS sector is unjustifiably punished. As my name implies, I've been continuing to actively invest in CSU. There are plenty of other high quality names that are very discounted. Some I have tracked that I believe are high quality at fair or even good valuations include SPGI, FICO, MCO, MSFT, CRM, BKNG, MELI, KNSL, CPRT, and BRO.
I bought a few hours too early on FICO. Looks like the buying opportunity only grows from here.
FICO finally under 1,000 buying the dip on that and some other names.
News on $FICO Shares of Fair Isaac Corporation fell more than 5% on Monday after a Politico report revealed that Republican Senator Josh Hawley is launching an investigation into the company’s pricing practices for mortgage market services. The Missouri Republican reportedly sent a letter Monday to Fair Isaac Corp., announcing his intention to investigate the company’s price increases for credit scores. Hawley also sent a letter to the Federal Trade Commission urging the agency to conduct a similar investigation. The lawmaker contends that the rising cost of credit scores is adding financial strain to homebuyers in an already unaffordable market. "These price increases are most damaging to the Americans who can least afford them. First-time homebuyers bear a disproportionate burden of the cost," Hawley wrote in the letter to FICO, which was obtained by Politico. Senators try to focus on something that actually helps working class people challenge (Impossible) Ah yes Josh Hawley deciding to waste his time going after a company that charges.... $10 in it's most expensive offering on mortgage closing costs which can tally above $10k. Excellent work. Well done. Good work pushing to reduce the cost of closing a cheaper home from $6,000 to $5,990. Every penny counts. I guess I'll be buying shares soon.
I need Intuitive to have some nonsensical short term headline similar to FICO for that stock to get a 10% selloff.
Puts on FICO for dropping my credit score 11 points for paying off my auto repair bills the same statement period
Google FHA First stone Home Buyer Program. LOW down, $1500? credit towards closing costs IF you know to ask! Good rates, 620 FICO? And, you can buy a 1, 2, 3, 4 unit dwelling with this loan, too. Google “house hacking” and thank me later. Don’t be a chump and think you need 20% down. Build your portfolio!!!!!
When I start hearing stocks I own mentioned on this sub, like FICO or MELI, I’m always afraid to check my portfolio. It usually means they’re down 10–20% in two days. It’s always the ones this sub doesn’t mention, like HCA, that end up being flat or up on the day.
I hate money so I'm buying even MORE $FICO
Why would FICO do this to me
So many bad memories with FICO lol. They forced me to become more responsible with my money, but some bad memories before lol.
From morningstar: "2018, Fair Isaac began revamping its pricing strategy and started to increase pricing on its scores. We expect Fair Isaac to continue to push pricing in multiple categories as it has a strong position. In addition to selling credit scores to lenders, FICO also generates about $220 million in annual revenue from its consumer offerings, where it sells credit scores directly to consumers and through partners such as Experian. The underlying data for FICO scores is sourced from the three major US credit bureaus (Equifax, Experian, and TransUnion), and as such FICO scores are typically sold via these three firms. The relationship between the credit bureaus and FICO has ranged from adversarial to chummy. In 2006, the credit bureaus launched a joint venture called VantageScore, but this has failed to displace FICO. With Fair Isaac’s move to a direct licensing model, it aims to potentially disintermediate credit bureaus, which further incentivizes that bureaus to push the competing VantageScore, in our view." I like to think that they saw this coming and determined the pros outweigh the cons The broader concern is also that AI displaces it, but there's no reason regular old deterministic code couldn't have done this.
Adding more FICO here. They are dropping because of pricing changes by Vantagescore.
FICO score???? thats for the poors pfff where we come from we use the following tiers: Mass Affluent $100k–$1M High Net Worth (HNW) $1M–$5M Very High Net Worth (VHNW) $5M–$30M Ultra High Net Worth (UHNW) $30+
ORI, and now looking at FICO. If FICO drops below 1200 I will start buying again.
Good timing on it. What's holding you back with CRM BKNG FICO? I'd put NOW as my 4th choice. CRM as my 3rd
You buying? I'm watching it and CRM closely but can't convince myself to pull the trigger I like BKNG FICO because they're less exposed to a seat based pricing decline
Opened a position in FICO today. Let's hope this bounce is legit. Broke through resistance
Fun day for me. Just entered a small stake in DUOL and now seeing MCO, FICO, SPGI, etc. beginning to recover their valuation from the drop.
FICO about to go below 1200. Anyone buying?
I wish I wasn't overweight on FICO, this is a good opportunity to buy. Those are all strong companies that for the most part should not be touched (in fact they should be enhanced) by AI.
SaaS names I'm interested in: CRM NOW FICO BKNG Started a serious position in BKNG today. Revenue 5y CAGR is 26%. Diluted EPS 5y CAGR is 22%. 25 PE provides a reasonable safety net at that level of growth. The PEG is down to .91. Rising margins, wide moat with a positive trend. Seems like a steal. Probably not the bottom but easy buy at these levels for me
One thing I started doing that helped a lot was filtering for companies where the competitive advantage is actually getting stronger over time, not just ones that are cheap on PE. like FICO is a great example, they basically have a monopoly on credit scoring and every time a new fintech company launches they still need FICO scores. the moat literally grows as the market grows. also been looking at Visa lately for similar reasons. the network effect there is nuts, every new merchant that accepts Visa makes it more valuable for cardholders and vice versa. and they barely touch the credit risk which most people don't realize. what's your process for finding these kinds of stocks? like do you have a specific screener setup or is it more reading and stumbling onto things?
Sold some Fresnillo stocks, 50% cagr, awesome return! They are at a high, and I needed the cash for my other trades. Bought Chemometec <400 DKK. Bought the first tranche, looking to DCA across the coming months. Looking to buy Occidental Petrolium, but some software stocks look attractive too. Mostly looking at Adobe, but I doubt their long term moat. Maybe CRM, Grindr, Reddit, Duolingo or PayPal, they look cheap. Any other suggestions? FICO is looking to become attractive as well. Any tips and things to watch for?
I been buying the hardware layer. It probably best to make a separate comment for that. As this is a SPGI/MCO defense force comment now. I agree great companies. I been buying FICO. Which has also been effected. Just not as popular probably the share price a part of it stock 1,300 a share.
Down significantly on MCO, FICO, SPGI, & CSU over the past six months. Bought some RDDT this week as I finally got comfortable enough with the business to add at these levels. I'm extremely patient though and am willing to add when I see opportunity. I'm pulling forward some cash to add right now because some of these companies look too solid regardless of short term fear. I remember getting a lot of flack for buying ASML on the way down due to China & geopolitical fear. I took a near 50% drop from it's Q2 2024 peak, and that holding has been my largest winner ever since, even after I cut 70% of the stake.
Thank you. I truly believe that hardcore research, conviction, and patience are the path to success in the market. This was over two months ago. I haven’t changed much. Current makeup is 29% ASML, 21% SPGI, 20% GOOGL, 16% MCO, 13% FICO Recent buys are SPGI and FICO, letting ASML ride without trimming. Patience is the game.
Bought FICO, MCO, and NTDOY in the past week. The timing on MCO & FICO was exceptionally bad. No selling for me.
I've got a large concentration in the ratings agencies and FICO. I certainly wouldn't call those shitcos, I would call this the start of a buying opportunity.
For any diligent investors in the daily, here's Morningstar's Analyst note on the events of today: "In intraday trading on Feb. 3, a broad group of information-services companies, such as rating agencies, data providers, index providers, credit bureaus, and others, are seeing share price declines of 5% or more. Why it matters: We attribute this to two factors. First, Anthropic released an artificial intelligence-enabled plug-in designed to automate legal workflows. Second, Gartner posted a disappointing revenue and earnings per share outlook. It expects 2026 revenue of $6.46 billion (FactSet consensus: $6.71 billion) and adjusted EPS of $12.30 (consensus: $13.53). While there have been many AI-focused startups in the legal space, Anthropic’s plug-in suggests that its models can be customized for a specific industry. As a result, bears fear that models such as Anthropic will disrupt a host of information-services verticals. Gartner’s second-quarter results last year appeared to be a tipping point for the AI bear case on information-services stocks. While that weak quarter may have been affected by a weaker macroeconomic outlook and the loss of some government revenue, the shares dropped 28% that day (Aug. 5) on fears that the rise of generative AI was eating into the firm's core insights business. The bottom line: We are maintaining our fair value estimates and moat ratings for our information-services stocks, including rating agencies (Moody’s, S&P Global), index providers (MSCI), data providers (Verisk, FactSet), and credit bureaus/scores (Equifax, TransUnion, Experian, and Fair Isaac). Long view: We view wide-moat-rated firms with proprietary and mission-critical data, as well as those with network effect-driven benchmark businesses, as mostly insulated from AI disruption-related risk. For example, we see credit ratings, indexes, Verisk’s insurance data, and FICO scores as benefiting from a network effect. Even if a better solution emerges, their use in contracts and in the capital markets would require complex coordination to disrupt, in our view"
So, AI is tanking, BUT tickers like FICO, SPGI (S&P Global), and NDAQ (Nasdaq) are tanking today 10+% because AI will take them over? Make it make sense?
Intuit, Moody's, FICO, Equifax, S&P Global, etc. This really is a buying opportunity for quality.
Looks like MCO, FICO, SPGI are down on the 10% cap for credit card rates. The bear case is that means less lending and lower demand for credit scores.
Depends on your existing allocations. Personally, there are enough index funds real asset/energy/infrastructure that you don’t have to go too far. Monopolistic/global footprint is a bit more arbitrary and depends on your portfolio. For example if you’re light on tech exposure, Google or Amazon fit the criteria for monopolistic like entities. But if you’re already heavy in tech, you make want to address a different sector with companies like Waste Management, Visa or Mastercard, FICO, etc.
mah boi FICO also getting rekt for no reason
No. Looking in the technically oversold, maybe some interesting trades but not really seeing opportunities for things to add as long-term holdings. Some mildly interesting stuff that's technically oversold: ABT, SPGI, KKR, CEG (although the IPP theme hasn't been working well for a bit), TTWO, FICO, IOT, MORN, CHDN. Maybe a couple of others.
TRI and RELX down 17% on that Anthropic news. FICO, SPGI, MCO, and MSCI down too though dont know what they have to do with it they dont sell legal software. They are related to credit industry.
Financials down, at least with my holdings. S&P, Moody's, and FICO. It's like the market is coming for my portfolio.
I like FICO but concerned about the high PE. Thoughts?
Bought some more MSFT. Looking to add some to BRKB, FICO, NFLX. Over the weekend I stumbled upon a Medical IT company called Sectra AB. Stocks in a free fall because it ran ahead of itself but management has guided for a few quarters of pain as they transition to a SaaS model. Anyone in it?