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# ![@fiscorainvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1869829384271454208.png) @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: XXX [#](/creator/twitter::1869829384271454208/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1869829384271454208/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX +22%
- X Months XXXXXXX +62%

### Mentions: XX [#](/creator/twitter::1869829384271454208/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1869829384271454208/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +64%
- X Months XXX -XX%

### Followers: XXX [#](/creator/twitter::1869829384271454208/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1869829384271454208/c:line/m:followers.svg)

- X Week XXX +1.70%
- X Month XXX +7.40%
- X Months XXX +187%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1869829384271454208/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1869829384271454208/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1869829384271454208/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$fico](/topic/$fico) #7, [$duol](/topic/$duol) #228, [$spot](/topic/$spot) 7.02%, [$mco](/topic/$mco) #19, [$efx](/topic/$efx) #18, [$spgi](/topic/$spgi) #64, [$ma](/topic/$ma) #255, [$mpwr](/topic/$mpwr) 3.51%, [stocks](/topic/stocks) 3.51%, [$sony](/topic/$sony) XXXX%

**Top accounts mentioned or mentioned by**
[@lakerinvestment](/creator/undefined) [@invest091](/creator/undefined) [@qualityinvest5](/creator/undefined) [@longtermalpha](/creator/undefined) [@wealthmatica](/creator/undefined) [@longtermalpha_](/creator/undefined) [@everydaystocksx](/creator/undefined) [@simoyw91](/creator/undefined) [@windwardstocks](/creator/undefined) [@wisedelcapital](/creator/undefined) [@valueglyph](/creator/undefined) [@envyroyalty](/creator/undefined) [@dd17_capital](/creator/undefined) [@fedwashreserve](/creator/undefined) [@rossy3910](/creator/undefined) [@dividenddutchie](/creator/undefined) [@regissweeney_jr](/creator/undefined)

**Top assets mentioned**
[Fair Isaac, Corp. (FICO)](/topic/$fico) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Spotify Technology (SPOT)](/topic/$spot) [Moody's Corporation (MCO)](/topic/$mco) [Effect.AI (EFX)](/topic/$efx) [S&P Global Inc (SPGI)](/topic/$spgi) [Mastercard, Inc. (MA)](/topic/$ma) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Netflix Inc (NFLX)](/topic/$nflx) [Metadium (META)](/topic/$meta) [Msci Inc (MSCI)](/topic/$msci) [Applovin Corporation (APP)](/topic/applovin) [Snowflake, Inc. (SNOW)](/topic/$snow) [Dash (DASH)](/topic/$dash) [AS Roma Fan Token (ASR)](/topic/$asr)
### Top Social Posts [#](/creator/twitter::1869829384271454208/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/fiscorainvest/status/1972762805305843719) [@fiscorainvest](/creator/x/fiscorainvest) 2025-09-29T20:37Z XXX followers, 2024 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](https://x.com/fiscorainvest/status/1975554203876569212) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-07T13:30Z XXX followers, 2361 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](https://x.com/fiscorainvest/status/1975217307699032362) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-06T15:11Z XXX followers, XXX engagements


"Ive been putting a lot of effort this weekend into cutting down my watchlist and trying to create an investable universe. Thoughts"  
[X Link](https://x.com/fiscorainvest/status/1977118628459040787) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-11T21:06Z XXX followers, 1379 engagements


"@wealthmatica $META I can agree but $SPGI I would rather own the focused plays in $MCO or $MSCI"  
[X Link](https://x.com/fiscorainvest/status/1977372588574728230) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-12T13:55Z XXX followers, XXX engagements


"Can someone explain how AppLovin is growing so fast If you understand how let me know. Id love to see talk to you"  
[X Link](https://x.com/fiscorainvest/status/1979616028205195360) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-18T18:30Z XXX followers, XXX engagements


"A company Ive literally watched since IPO is $SNOW. It was one of the first stocks I ever owned. Any interest from the community here in this name"  
[X Link](https://x.com/fiscorainvest/status/1979717386954846715) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-19T01:13Z XXX followers, XXX engagements


"I was considering buying $SONY today but with $NFLX selling off Im choosing to put my capital here. $NFLX aligns well with the kind of companies I like to own. Its easy to understand aswell. Is anyone else buying today"  
[X Link](https://x.com/fiscorainvest/status/1981048734122119309) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-22T17:23Z XXX followers, 2358 engagements


"@LongTermAlpha_ I think content is great what I find to be the greatest moat is their distribution. Think about it a show or movie can become a world wide hit because its on Netflix. They control what is popular because they can distribute to millions just by putting it on their platform"  
[X Link](https://x.com/fiscorainvest/status/1981164023820484768) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-23T01:01Z XXX followers, XX engagements


"Heres my thesis on why Monolithic Power Systems $MPWR functions as the worlds energy consumption tollbooth"  
[X Link](https://x.com/fiscorainvest/status/1961398435011051942) [@fiscorainvest](/creator/x/fiscorainvest) 2025-08-29T12:00Z XXX followers, 1061 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](https://x.com/fiscorainvest/status/1974108016393007369) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-03T13:43Z XXX followers, XXX engagements


"Definitely worth a read to anyone who is following the current $FICO vs $EFX situation"  
[X Link](https://x.com/fiscorainvest/status/1976131589420556614) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-09T03:44Z XXX followers, 3845 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](https://x.com/fiscorainvest/status/1976278979288981684) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-09T13:30Z XXX followers, 1039 engagements


"@QualityInvest5 I dont think it is. $FICO is in technically one of the worse environments for growth as loan origination volumes are low. So if that changes your looking even faster growth"  
[X Link](https://x.com/fiscorainvest/status/1981473177520717824) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-23T21:29Z XXX followers, XXX engagements


"Anybody looked at this company before $ASR"  
[X Link](https://x.com/fiscorainvest/status/1981903477677670480) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-25T01:59Z XXX followers, 1104 engagements


"I largely agree with the points made here. Im still long $FICO"  
[X Link](https://x.com/fiscorainvest/status/1975731622550094132) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-08T01:15Z XXX followers, 1296 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](https://x.com/fiscorainvest/status/1978453307937980450) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-15T13:30Z XXX followers, 2439 engagements


"Im having more fun researching this company then even $FICO. Not saying its better but $SONY is a very special and imo a underrated company. This breakdown coming out on Friday for $SONY will be worth reading"  
[X Link](https://x.com/fiscorainvest/status/1980313922470310348) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-20T16:43Z XXX followers, XXX engagements


"Just realized $FICO and $DUOL both report November 5th. So my whole portfolio is going to be reporting that day. Thats gonna be something"  
[X Link](https://x.com/fiscorainvest/status/1980659303544750238) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-21T15:35Z XXX followers, XXX engagements


"@invest091 Still buying $DUOL. I would be buying more $FICO but its over XX% of the port"  
[X Link](https://x.com/fiscorainvest/status/1981394078647390668) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-23T16:15Z XXX followers, XXX engagements


"Im tempted to buy more $FICO here"  
[X Link](https://x.com/fiscorainvest/status/1978902208818110871) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-16T19:13Z XXX followers, 2039 engagements


"Why $FICO Remains the Best Business on Earth:"  
[X Link](https://x.com/fiscorainvest/status/1979178085296804243) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-17T13:30Z XXX followers, 1742 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](https://x.com/fiscorainvest/status/1979206644970967285) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-17T15:23Z XXX followers, XXX engagements


"My reason is two fold 1) I dont believe I was valuing Spotify correctly. Plain and simple. 2) I believe $DUOL is actually the better company because they have a have superior cost structure to something like $SPOT or $NFLX. Their inputs to create their courses is just far less than what the other two pay for content. 3) The upside potential is pretty insane here and I think its very limited downside. $DUOL is fully capable of adding and kind of course they want whenever. The downside is in theory just that they stay just a language learning app with subscription revenue. Just my opinions ofc"  
[X Link](https://x.com/fiscorainvest/status/1979530231074394168) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-18T12:49Z XXX followers, XXX engagements


"For anyone curious about $FICO check this out"  
[X Link](https://x.com/fiscorainvest/status/1979742705388552383) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-19T02:53Z XXX followers, 1520 engagements


"Breaking down $FICO software business:"  
[X Link](https://x.com/fiscorainvest/status/1980265246343205123) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-20T13:30Z XXX followers, 1339 engagements


"@QualityInvest5 I think $FICO or $MA"  
[X Link](https://x.com/fiscorainvest/status/1981962970411249863) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-25T05:56Z XXX followers, XXX engagements