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

- X Week XXXXXX +3.60%
- X Month XXXXXX +14%
- X Months XXXXXXX +63%

### 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 -XXXX%
- X Month XXX +76%
- 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 +7.30%
- X Months XXX +191%

### 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)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$fico](/topic/$fico) #9, [$duol](/topic/$duol) #186, [$spot](/topic/$spot) 5.8%, [$efx](/topic/$efx) #22, [$mco](/topic/$mco) #12, [$sony](/topic/$sony) #1, [$nflx](/topic/$nflx) #2438, [sony](/topic/sony) #2926, [$6758t](/topic/$6758t) #2926, [duol](/topic/duol) XXX%

**Top accounts mentioned or mentioned by**
[@lakerinvestment](/creator/undefined) [@qualityinvest5](/creator/undefined) [@invest091](/creator/undefined) [@wealthmatica](/creator/undefined) [@everydaystocksx](/creator/undefined) [@longtermalpha](/creator/undefined) [@longtermalpha_](/creator/undefined) [@thelongaj](/creator/undefined) [@simoyw91](/creator/undefined) [@windwardstocks](/creator/undefined) [@compoundlife](/creator/undefined) [@wisedelcapital](/creator/undefined) [@paladinvestor](/creator/undefined) [@valueglyph](/creator/undefined) [@envyroyalty](/creator/undefined) [@fedwashreserve](/creator/undefined) [@rossy3910](/creator/undefined) [@dd17_capital](/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/$spot) [Effect.AI (EFX)](/topic/$efx) [Moody's Corporation (MCO)](/topic/$mco) [Netflix Inc (NFLX)](/topic/$nflx) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [S&P Global Inc (SPGI)](/topic/$spgi) [Applovin Corporation (APP)](/topic/applovin) [Snowflake, Inc. (SNOW)](/topic/$snow) [Mastercard, Inc. (MA)](/topic/$ma)
### Top Social Posts [#](/creator/twitter::1869829384271454208/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/fiscorainvest/status/1976406690880000202) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-09T21:57Z 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](https://x.com/fiscorainvest/status/1975225853782249625) [@fiscorainvest](/creator/x/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](https://x.com/fiscorainvest/status/1976131589420556614) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-09T03:44Z XXX followers, 3836 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, 2035 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, 2118 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


"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, 1060 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](https://x.com/fiscorainvest/status/1972762805305843719) [@fiscorainvest](/creator/x/fiscorainvest) 2025-09-29T20:37Z XXX followers, 2019 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


"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](https://x.com/fiscorainvest/status/1975658699340603564) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-07T20:25Z XXX followers, XXX 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, 1295 engagements


"There are so many companies in the world sometimes I just forget some. $PME.AX is easily one of the most fascinating companies Ive researched"  
[X Link](https://x.com/fiscorainvest/status/1975909982081368444) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-08T13:03Z 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](https://x.com/fiscorainvest/status/1975916589003534434) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-08T13:30Z XXX followers, 2240 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, 1036 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, 2426 engagements


"@QualityInvest5 thank you specifically. I value the input you do give from time to time"  
[X Link](https://x.com/fiscorainvest/status/1979206766714847544) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-17T15:23Z 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


"@WindwardStocks @EnvyRoyalty__ What stocks do u find interesting atm Im liking $DUOL quite a bit"  
[X Link](https://x.com/fiscorainvest/status/1980272214806307154) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-20T13:57Z XXX followers, XXX engagements


"Another useful resource for $DUOL:"  
[X Link](https://x.com/fiscorainvest/status/1980276645723312512) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-20T14:15Z XXX followers, 1046 engagements


"@invest091 Awesome I didnt know you bought in. Whats the port looking like now"  
[X Link](https://x.com/fiscorainvest/status/1980673107657650624) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-21T16:30Z XXX followers, XX engagements


"@LongTermAlpha_ Yes however they are spinning off there financial services portion which is really slow growing. And Play station X is on the horizon I think thats likely to accelerate growth again"  
[X Link](https://x.com/fiscorainvest/status/1980989022957928639) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-22T13:26Z XXX followers, XX engagements


"@LongTermAlpha_ Yea that definitely part of the reason why I own $FICO over $MCO"  
[X Link](https://x.com/fiscorainvest/status/1975955580750811254) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-08T16:04Z XXX followers, XXX engagements


"Fair Isaac: The Best Business on Earth"  
[X Link](https://x.com/fiscorainvest/status/1979178082654417391) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-17T13:30Z 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](https://x.com/fiscorainvest/status/1979206644970967285) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-17T15:23Z 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, 1504 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 I really like this business but struggle with the SBC"  
[X Link](https://x.com/fiscorainvest/status/1981134859142914118) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-22T23:05Z XXX followers, XX 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


"@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, XX 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, 2327 engagements


"Why I'm buying Duolingo $DUOL:"  
[X Link](https://x.com/fiscorainvest/status/1977728529770086911) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-13T13:30Z XXX followers, 3629 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, 1551 engagements


"Breaking down $FICO software business:"  
[X Link](https://x.com/fiscorainvest/status/1980265246343205123) [@fiscorainvest](/creator/x/fiscorainvest) 2025-10-20T13:30Z XXX followers, 1241 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

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@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 #

Engagements Line Chart

  • X Week XXXXXX +3.60%
  • X Month XXXXXX +14%
  • X Months XXXXXXX +63%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XXXX%
  • X Month XXX +76%
  • X Months XXX -XX%

Followers: XXX #

Followers Line Chart

  • X Week XXX +1.70%
  • X Month XXX +7.30%
  • X Months XXX +191%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% cryptocurrencies XXXX%

Social topic influence $fico #9, $duol #186, $spot 5.8%, $efx #22, $mco #12, $sony #1, $nflx #2438, sony #2926, $6758t #2926, duol XXX%

Top accounts mentioned or mentioned by @lakerinvestment @qualityinvest5 @invest091 @wealthmatica @everydaystocksx @longtermalpha @longtermalpha_ @thelongaj @simoyw91 @windwardstocks @compoundlife @wisedelcapital @paladinvestor @valueglyph @envyroyalty @fedwashreserve @rossy3910 @dd17_capital @dividenddutchie @regissweeney_jr

Top assets mentioned Fair Isaac, Corp. (FICO) Duolingo, Inc. Class A Common Stock (DUOL) Spotify Technology (SPOT) Effect.AI (EFX) Moody's Corporation (MCO) Netflix Inc (NFLX) Monolithic Power Systems, Inc. (MPWR) Alphabet Inc Class A (GOOGL) S&P Global Inc (SPGI) Applovin Corporation (APP) Snowflake, Inc. (SNOW) Mastercard, Inc. (MA)

Top Social Posts #


Top posts by engagements in the last XX hours

"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

"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, 3836 engagements

"Im tempted to buy more $FICO here"
X Link @fiscorainvest 2025-10-16T19:13Z XXX followers, 2035 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 @fiscorainvest 2025-10-22T17:23Z XXX followers, 2118 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 @fiscorainvest 2025-10-18T12:49Z XXX followers, XXX 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, 1060 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, 2019 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

"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

"I largely agree with the points made here. Im still long $FICO"
X Link @fiscorainvest 2025-10-08T01:15Z XXX followers, 1295 engagements

"There are so many companies in the world sometimes I just forget some. $PME.AX is easily one of the most fascinating companies Ive researched"
X Link @fiscorainvest 2025-10-08T13:03Z 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, 2240 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, 1036 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, 2426 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

"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 @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 @fiscorainvest 2025-10-19T01:13Z XXX followers, XXX engagements

"@WindwardStocks @EnvyRoyalty__ What stocks do u find interesting atm Im liking $DUOL quite a bit"
X Link @fiscorainvest 2025-10-20T13:57Z XXX followers, XXX engagements

"Another useful resource for $DUOL:"
X Link @fiscorainvest 2025-10-20T14:15Z XXX followers, 1046 engagements

"@invest091 Awesome I didnt know you bought in. Whats the port looking like now"
X Link @fiscorainvest 2025-10-21T16:30Z XXX followers, XX engagements

"@LongTermAlpha_ Yes however they are spinning off there financial services portion which is really slow growing. And Play station X is on the horizon I think thats likely to accelerate growth again"
X Link @fiscorainvest 2025-10-22T13:26Z XXX followers, XX 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

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

"For anyone curious about $FICO check this out"
X Link @fiscorainvest 2025-10-19T02:53Z XXX followers, 1504 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 @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 @fiscorainvest 2025-10-21T15:35Z XXX followers, XXX engagements

"@invest091 I really like this business but struggle with the SBC"
X Link @fiscorainvest 2025-10-22T23:05Z XXX followers, XX 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 @fiscorainvest 2025-10-23T01:01Z XXX followers, XX engagements

"@invest091 Still buying $DUOL. I would be buying more $FICO but its over XX% of the port"
X Link @fiscorainvest 2025-10-23T16:15Z XXX followers, XX 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, 2327 engagements

"Why I'm buying Duolingo $DUOL:"
X Link @fiscorainvest 2025-10-13T13:30Z XXX followers, 3629 engagements

"Why $FICO Remains the Best Business on Earth:"
X Link @fiscorainvest 2025-10-17T13:30Z XXX followers, 1551 engagements

"Breaking down $FICO software business:"
X Link @fiscorainvest 2025-10-20T13:30Z XXX followers, 1241 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 @fiscorainvest 2025-10-23T21:29Z XXX followers, XXX engagements

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