2Año·

Another long-runner joins the portfolio!

12.06

Fair Isaac

Compró 3 a 1215,00 €

3645,00 €

10 Comentarios

Soprano@Soprano

2Año

Isn't that just something like Schufa? It's a good business model, but I find the valuation very astronomical. It will certainly go up for a long time, but let's see what happens.

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Tenbagger-Capital@Tenbagger-Capital

2Año

@Soprano
Yes, exactly, and therefore a huge moat, almost a monopoly.

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Soprano@Soprano

1Año

@Tenbagger2024 Exactly. It's like Adobe. They are also a quasi-monopoly and therefore can't really win anything and then it's "high valuation + low growth = ouch"

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Seventrader@7Trader

2Año

Never heard of it. Well humm, the course has been fantastic so far.
Good luck with the rest of your journey to the moon 😎🤞🏼

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Tenbagger-Capital@Tenbagger-Capital

2Año

@7Trader
Thank you my dear,
fico's moat is fantastic.

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Seventrader@7Trader

2Año

@Tenbagger2024 already price, but the company doesn't grab me and is therefore not on my watchlist.
Nevertheless, thanks for the tip and maybe you can put together a small analysis/overview to give more insight.
LG & and good prices 📈😎🤞🏼

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