The creator favors S&P Global over FICO, appreciating its reasonable price increases and long-term strategic approach.
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This Perfect Stock Is Down 50%
Joseph CarlsonApr 15, 2026
The creator discusses FICO's stock, noting its significant price drop and the reasons behind it, including increased competition from Vantage Score and political scrutiny over its pricing practices. While acknowledging FICO's strong business model and network effects, the creator expresses disagreement with the company's aggressive pricing strategy and management's perceived arrogance, leading to a decision not to buy the stock. The creator also briefly touches on Meta's ambitious valuation target and a cautionary tale about a malfunctioning robot.
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Meta is targeting a $9 trillion valuation with a new executive incentive program, which the creator views as an ambitious but unlikely goal, though they anticipate the stock could double.
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