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@fiscorainvest Avatar @fiscorainvest Fiscora

An investor has made Fiscora (FICO) their largest and only position, citing its strong market position and "language protocol moat" as key reasons. They have now moved their entire portfolio to XXX% FICO, believing in the company's dominance and long-term potential. The investor views FICO as a monopoly with a unique advantage, similar to other successful companies like MCO and SPGI.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks technology brands cryptocurrencies finance

Social topic influence $fico #3, $spot #3638, $mco #11, $duol #111, $efx #13, $dash #129, cb, $ma, mco, $spgi

Top assets mentioned Fair Isaac, Corp. (FICO) Spotify Technology (SPOT) Moody's Corporation (MCO) Duolingo, Inc. Class A Common Stock (DUOL) Effect.AI (EFX) Dash (DASH) Mastercard, Inc. (MA) S&P Global Inc (SPGI) Monolithic Power Systems, Inc. (MPWR) Copart, Inc. (CPRT) Metadium (META) Msci Inc (MSCI) Alphabet Inc Class A (GOOGL) Kinsale Capital Group, Inc. (KNSL) Adobe, Inc. (ADBE) Intuit Inc. (INTU)

Top Social Posts #

Top posts by engagements in the last XX hours

"I'm sure I'll get flak but frankly if my position in $FICO wasn't already maxed out I'd jump at this price. I'm highly bullish. I am long. Some catalyst I see: 1) Interest rates lowering 2) New model announced yesterday 3) Possible price increase coming in non mortgage scores 4) CEO said last earnings call he thinks we could see software reaccelerate"
X Link @fiscorainvest 2025-10-03T21:07Z XXX followers, XXX engagements

"@QualityInvest5 thank you specifically. I value the input you do give from time to time"
X Link @fiscorainvest 2025-10-17T15:23Z XXX followers, XXX engagements

"@everydaystocksx I think if $DUOL provides large growth for atleast X years your looking at something pretty spectacular"
X Link @fiscorainvest 2025-10-16T14:30Z XXX followers, XXX engagements

"Im going to take this question a different direction. What I like about $FICO more than $MCO is there more latent pricing power left for $FICO. And $FICO operates as a monopoly as opposed to a duopoly. There is no evidence at this point to $MA being effected by alternative methods. So until that happens (if it does). Im going to say its a moot point"
X Link @fiscorainvest 2025-10-07T15:47Z XXX followers, XXX engagements

"$EFX Work Number isnt just a side product its one of the deepest moats and most interesting data businesses on the planet today:"
X Link @fiscorainvest 2025-09-19T13:30Z XXX followers, 1898 engagements

"Im tempted to buy more $FICO here"
X Link @fiscorainvest 2025-10-16T19:13Z XXX followers, 1953 engagements

"Honestly Im not really sure Ill ever own $MCO or $SPGI. I just view $FICO as the monopoly and higher growth version of there duopoly. What are your thoughts on this"
X Link @fiscorainvest 2025-09-29T20:37Z XXX followers, 1996 engagements

"Why I'm buying Duolingo $DUOL:"
X Link @fiscorainvest 2025-10-13T13:30Z XXX followers, 3121 engagements

"Why $FICO Remains the Best Business on Earth:"
X Link @fiscorainvest 2025-10-17T13:30Z XXX followers, XXX engagements

"Fair Isaac: The Best Business on Earth"
X Link @fiscorainvest 2025-10-17T13:30Z XXX followers, XXX engagements

"Ive been on record saying I think $FICO and the best business in the world. $MCO is my second favorite. But number X for me is $MA it is litteraly like a tax on all consumer spending. With continuous defendable growth. (Yes I realize not actually all spending but ALOT of it.)"
X Link @fiscorainvest 2025-10-07T13:30Z XXX followers, 2028 engagements

"Updated weighting with the allocation of my $DASH position into $SPOT. $SPOT CB: $XXXXXX weighting (15.19%)"
X Link @fiscorainvest 2025-10-07T17:28Z XXX followers, 1513 engagements

"Im honestly considering just put my small $DASH position into $SPOT. I like where $SPOT is right now I love $DASH but building up this position just seems like the better move for me. Will likely end up re entering when I have more capital available. Ill be taking a small XXX% gain. This is similar to when I moved $ASML into $FICO. Its not a loss of belief in $DASH. Just view building a $SPOT to a total $ amount I like as a priority"
X Link @fiscorainvest 2025-10-07T16:22Z XXX followers, XXX engagements

"I was posting about $MPWR quite a bit for sometime. I still think its a great company just need to see some kind of dip. Where they sit in the semiconductor industry is pretty special and worth researching"
X Link @fiscorainvest 2025-10-06T15:11Z XXX followers, XXX engagements

"$SPOT is one of my highest conviction long-term plays and heres why I think the upside is massive. Let me break it down into three core points:"
X Link @fiscorainvest 2025-10-08T13:30Z XXX followers, 1911 engagements

"@lakerinvestment I think he was talking about the change $Fico made X weeks ago. But its just hilarious to see him hype $Fico up"
X Link @fiscorainvest 2025-10-13T13:54Z XXX followers, XXX engagements

"Would you prefer a pure play highly monopolistic company. Or A company that is slightly less monopolistic but more diversified. Let me know down below"
X Link @fiscorainvest 2025-10-14T15:13Z XXX followers, XXX engagements

"Copart is the Amazon of wrecked cars. Wrecks happen daily endless supply Network effects lock in buyers & sellers High-margin fees on every transaction Expanding globally $CPRT is a quiet monopoly compounding in the background turning car crashes into cash flow"
X Link @fiscorainvest 2025-09-11T12:00Z XXX followers, XXX engagements

"@wealthmatica $META I can agree but $SPGI I would rather own the focused plays in $MCO or $MSCI"
X Link @fiscorainvest 2025-10-12T13:55Z XXX followers, XXX engagements

"I can admit my own faults. $GOOG should XXX% be in my portfolio. Was to just focusing on $FICO for anything else"
X Link @fiscorainvest 2025-10-06T15:45Z XXX followers, XXX engagements

"Definitely worth a read to anyone who is following the current $FICO vs $EFX situation"
X Link @fiscorainvest 2025-10-09T03:44Z XXX followers, 3781 engagements

"If $FICO keeps performing like this I might just be 80-90% $FICO forever. All jokes aside what stocks are you guys buying Im continuing to build positions in $DASH and $SPOT today"
X Link @fiscorainvest 2025-10-03T13:43Z XXX followers, XXX engagements

"I think one of the key virtues of a good investor is recognizing when youve made a mistake. Ive gotten plenty of criticism for buying $SPOT my thesis was centered around operational leverage. But something obvious hit me recently: why am I buying $SPOT when $DUOL is right here offering what I see as a golden opportunity $DUOL has a far superior cost structure and stronger market position. I want to thank the community around me for not just agreeing blindly with my decisions the thoughtful pushback genuinely helps. With that said Ive moved my entire $SPOT position into $DUOL. Ill look to"
X Link @fiscorainvest 2025-10-17T15:23Z XXX followers, XXX engagements

"I largely agree with the points made here. Im still long $FICO"
X Link @fiscorainvest 2025-10-08T01:15Z XXX followers, 1288 engagements

"@paladinvestor @QualityInvest5 Okay my main point for $SPOT is there is large operational leverage that I dont believe is priced in. When that compounds across a growing user base I think youll see incredible growth"
X Link @fiscorainvest 2025-10-07T00:52Z XXX followers, XX engagements

"Im probably just overly bullish but I still see opportunities in the market. Not sure why were getting so much bubble talk. I think its coming from the massive capex spends were seeing. But in general Im not finding it hard to find great companies at reasonable valuations. What are your thoughts on this"
X Link @fiscorainvest 2025-10-07T20:25Z XXX followers, XXX engagements

"Figured it was time for a quick portfolio update for claritys sake. My $FICO position is unchanged but Ive been adding heavily to $SPOT which youll see in the bigger allocation. I also opened a new position in $DUOL. Still sticking to my core theme: capital-light service-based companies with massive TAMs and strong moats. $FICO CB: $1367.14 weighting: (75.17%) $SPOT CB: $XXXXXX weighting: (18.39%) $DUOL CB: $XXXXXX weighting: (6.44%) Fiscora Portfolio Performance:"
X Link @fiscorainvest 2025-10-15T13:30Z XXX followers, 2229 engagements

"@WisedelCapital I really like this port. $KNSL seems like an interesting business. Any unique insights"
X Link @fiscorainvest 2025-10-05T18:12Z XXX followers, XXX engagements

"@lakerinvestment Funneled it into $SPOT trying to push that position up"
X Link @fiscorainvest 2025-10-15T14:06Z XXX followers, XX engagements

"Going to redo my Substack post. Will still be out Friday but I was going to cover the recent $FICO changes however theres been so much content made around it I think its redundant. So Ill be switching my topic"
X Link @fiscorainvest 2025-10-09T21:57Z XXX followers, XXX engagements

"@valueglyph I agree as well I like my pure plays like $FICO"
X Link @fiscorainvest 2025-10-14T17:17Z XXX followers, XXX engagements

"I personally think people will look back and think $SPOT was a good buy today. I could be wrong but theres definitely a lot of potential here"
X Link @fiscorainvest 2025-10-02T14:28Z XXX followers, 1522 engagements

"I wanted to redo this post I wasn't happy with how the previous iteration looked. The Fiscora portfolio started on July 11th this is where it is at so far. Current Portfolio Allocation: $FICO CB: $1367.14 weighting: (85.91%) $SPOT CB: $XXXXXX weighting: (8.89%) $DASH CB: $XXXXXX weighting: (5.20%) Fiscora Portfolio Performance:"
X Link @fiscorainvest 2025-10-04T18:39Z XXX followers, 3344 engagements

"Purely speaking in hypotheticals here but Im genuinely surprised that $EFX hasnt made a move to acquire full ownership of VantageScore. It seems like it would be a strong strategic fitcomplementing their existing assets especially The Work Number quite well. One of the biggest challenges VantageScore faces is the lack of a unified direction. Aligning the three credit bureaus on the same vision and execution plan appears difficult which slows down progress and momentum. There are probably a couple of key reasons why a full acquisition hasnt happened: 1: Regulatory concerns A move like this"
X Link @fiscorainvest 2025-10-09T13:30Z XXX followers, 1021 engagements

"Heres my thesis on why Monolithic Power Systems $MPWR functions as the worlds energy consumption tollbooth"
X Link @fiscorainvest 2025-08-29T12:00Z XXX followers, 1054 engagements

"Buying more $SPOT today what are you buying"
X Link @fiscorainvest 2025-10-06T13:39Z XXX followers, XXX engagements

"Is $ADBE to cheap to ignore at this point"
X Link @fiscorainvest 2025-10-07T18:50Z XXX followers, 1683 engagements

"$ASML earnings are tomorrow are you buying more before or waiting till after"
X Link @fiscorainvest 2025-10-14T12:39Z XXX followers, 1121 engagements

"@LongTermAlpha_ Yea that definitely part of the reason why I own $FICO over $MCO"
X Link @fiscorainvest 2025-10-08T16:04Z XXX followers, XXX engagements

"@dividenddutchie Listening to Chris Hohn interview was helpful. @QualityInvest5 did a pretty extensive video over the industry as well"
X Link @fiscorainvest 2025-10-09T13:26Z XXX followers, XXX engagements

"I dont think $INTU is that bad of a buy right now. If I had more cash available that Id be a net buyer I think"
X Link @fiscorainvest 2025-10-04T19:22Z XXX followers, XXX engagements