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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.
Fair Isaac showed 60% year-over-year EPS growth in the most recent quarter. Portfolio weighting is...
— Alan Breed
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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 Edgewood Management
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As the primary industry standard in consumer credit scoring, the company holds an incredibly durable market position. Recent regulatory headline...
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