More market turmoil + A fair new idea
About this episode
In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio.
0:00- Introduction
2:12- Long-term implications of Iran
7:43- Low multiples for AI stocks
11:50- New addition to the portfolio
14:54- Why FICO is a great business
18:15- FICO's pricing power + industry incentives
23:19- The housing cycle
25:40- VantageScore competition
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