Since 1990 until today Fair Isaac compounded its share price with a CAGR of 23.8%, 40% returns on capital, and cash flow CAGR of 19%. But, is it as good as it looks? Is there more to this story?
Their high product price changes change attract the unneccaery attentio of the VER so mindful, yet stupid DOJ, which is just seeking to find the winners in capitalism, and destroy them in the name of the good will for the consumer. How utter ignorance and stupidity.
Loved this. Great to learn about this company as the price keeps falling.
Thank you! Maybe the DOJ case can push price and valuation down a bit more.
Great write up. Waiting for a better price
Thank you! Same here. Excellent business, but too expensive as of now.
Their high product price changes change attract the unneccaery attentio of the VER so mindful, yet stupid DOJ, which is just seeking to find the winners in capitalism, and destroy them in the name of the good will for the consumer. How utter ignorance and stupidity.
True! 🙃
Always a great read Yorrin. I love the deep dives!
Thank you, Kristopher! 😄 Pleasure making these!