-
2.5K posts



BREAKING: The S&P 500 has now erased -$4.5 trillion in market cap since the Iran War began on February 28th.










I did get $FICO at the low yesterday and deliberating as to whether I sell the higher cost 50 once green. Round lot looks nice. The thing about FICO is, I could see this go to $800-900s. Very possible. Though what seems more possible is, we recover to $1,300+ sooner than later. Forward PE of 28. You can see on chart from Gurufocus where that lands. Question is not whether it's cheap relative to its expensive recent history but rather, whether we visit early 2010s multiples. If you remember coming out of GFC, $FICO was not really attacked. Their valuation was weighed down with financial stocks as banks, $SPGI, and $MCO were demonized. Now we have FICO demonized more than most other financials. That's the difference.



























