Substack · Invest in Quality · Invest In Assets 📈
SaaS-Stocks that Thrive in the Age of AI🚀
AI is disruption software, some business will die, and some will thrive
US · 5 entries · 5 publications
FICO
Fair Isaac Corp
- Entries
- 5
- Bullish
- 1
- Bearish
- 0
- First
- Aug 6, 2026
- Latest
- Oct 24, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on FICO at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- October 2026 2 entries
Blogs · r/ValueInvesting · /u/Darengayss
Investment Thesis: Why We Are Avoiding Fair Isaac Corporation (NYSE: FICO)
Fair Isaac Corporation (NYSE: FICO) has long been idolized by equity analysts as a quintessential "moat" stock due to its near-monopolistic grip on GSE mortgage credit scoring. However, our comprehensive investment…
Substack · Quality Stocks | GARP Investment Research
Stock of the Week: Fair Isaac - Opportunity or Value Trap?
FICO’s moat is being challenged by VantageScore. Is the market pricing in too much disruption?
Since publication +2.7% α +3.9 pp vs S&P 500 · USD
- September 2026 1 entry
Substack · JustValue · Just Value
Fair Isaac Corp ($FICO) after the collapse: the burden of proof has shifted
The stock is now down roughly 70% from its 52-week high. The question is no longer whether competition can enter, but how much of FICO's economics can survive once it does.
Since publication +14.6% α +14.5 pp vs S&P 500 · USD
- August 2026 2 entries
Substack · JuanLu DH · Inversión & Finanzas · JuanLu DH
Fair Isaac: el peaje invisible del crédito estadounidense
Un negocio extraordinario cuya propia rentabilidad está haciendo más visibles sus riesgos.
Since publication −34.3% α −34.1 pp vs S&P 500 · USD
Substack · Maverick Equity Research
✍️ SpaceX & Berkshire, Fair Isaac, Blackrock, Margin Loans + S&P 500 ATHs & Valuation = Maverick Equities Charts of the Week #60
5 + 2 Maverick Charts that say 10,000 words
Since publication FICO −31.4% α −31.0 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.