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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
One of the leading providers of credit scoring and other related services to a wide range of industries around the world, FICO has been held in the SMid Cap Growth strategy since 2018. Driven by its...
— Conestoga Capital Advisors, LLC
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Other investors who've written on Fair Isaac Corp.
As the primary industry standard in consumer credit scoring, the company holds an incredibly durable market position. Recent regulatory headline...
The fund re-established its position in FICO as transitory regulatory uncertainties faded and the firm introduced a highly lucrative direct licensing model. This model bypasses...
Although Fair Isaac's stock faced pressure due to political scrutiny over its pricing power and monopoly status, its underlying financial metrics remain robust. The manager took...
More institutional theses from Conestoga Mid Cap Composite
Clearwater Analytics faced stock weakness due to lower-than-expected second-quarter revenue guidance. However, recent strategic...
Exponent's stock declined as current growth remains below its target due to hiring lags, despite beating first-quarter expectations. The manager remains...
The manager decided to exit the position in Neogen due to persistent integration issues with 3M's food safety business and frequent changes in leadership. These struggles have...