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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.
Business Description: Leading provider of consumer credit analytics and scoring algorithms that is best known for the “FICO Score”—a three-digit metric used in a variety of consumer credit decisions. Thesis: FICO is...
— Alan Breed
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Other investors who've written on Fair Isaac Corp.
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
Nvidia and Eli Lilly are two examples from our portfolio. Nvidia spent years...
Boasting a near-monopoly in crucial photolithography technology, the company is an essential beneficiary of secular semi-conductor growth. Short-term stock declines...
Despite a sharp drop in share price following weak quarterly results and guidance, the company's core position as a mission-critical supplier for chip design remains solid. The manager believes...