In a recently published Q1 2019 Portfolio Update, Newbrook Capital Advisors posted a thorough analysis of Fair Isaac Corporation (NYSE:FICO). If you are interested you can download a copy of the letter here. Among other things, the fund said that it believes the company is a good investment opportunity for a long position for several reasons, those being – Scores Pricing Cycle, Software Business Cloud Transition, Strong Management Team with Aligned Incentives, China Opportunity – each of...
