FICO: Moat Crumbling or Rare Discount? скачать в хорошем качестве

FICO: Moat Crumbling or Rare Discount?

FICO is an incredible business that is embedded in the United States financial system, with for years a literal regulatory granted monopoly. However, after aggressively exercising pricing power to reach 88% operating margins in their core Scores business, regulators have opened up the market to competition. For the first time ever they have a competitor. The stock has traded down 55% and the key question investors are facing is how strong is FICO's moat? I explain all of that and much more including basics of the business, industry, and valuation in this video! ** Free trial and *15% off of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/ ~*~ I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business! ~*~ Chapters 0:00 — -55% Selloff 6:04 — Business Overview & Score Segment 35:49 — Software Segment 40:34 — Competition 52:37 — Valuation 58:34 — Risks 1:00:42 — Capital Allocation ~*~*~*~*~*~ Drew Cohen is a Registered Investment Advisor and he also runs an investment research firm that caters to professional investor and hedge funds. You can find out more about the research firm at www.SpeedwellResearch.com Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and various other topical business news. Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK... Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast... ~*~*~*~*~*~ Nothing here is financial advice. See channel disclaimers. ~*~*~*~*~*~ #investing #stockmarket #finance