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Investor Profile picture
Investor
@pricing_power__
Analyst turning over rocks pricing.power.1@gmail.com
Apr 23 • 7 tweets • 2 min read
So big update on FICO
Here are some thoughts on what may be priced in here and what you need to believe for it to be interesting The two big changes to think through are potential for share loss to Vantagescore and the adoption of the performance fee model