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![BourbonCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::251912158.png) Bourbon Capital [@BourbonCap](/creator/twitter/BourbonCap) on x 50.2K followers
Created: 2025-03-15 17:42:39 UTC

Target Companies: The Portfolio Stars

His current top holdings (Q4 2024)

Fair Isaac Corp $FICO: The credit score king—monopoly vibes, pricing power, low costs.

S&P Global $SPGI: Financial data giant, near-duopoly with Moody’s. A 25-bagger since 2008.

Mastercard $MA: Payments juggernaut—capital-light, global scale, sticky ecosystem.

Moody’s $MCO: Ratings duopoly with S&P. Bought in 2008-09 crash, held for over a decade.

Visa $V: Another payments titan—predictable, scalable, dominant.

Intuit $INTU: Accounting software leader (QuickBooks). Scalable, recurring revenue.

$ASML: Lithography monopoly for semiconductors—tech exposure with a moat.

$MSCI: Index and analytics provider. New buy in 2024, aligns with his love for financial data moats.

Equifax $EFX: Credit bureau—another recent addition, oligopoly play.

![](https://pbs.twimg.com/media/GmGSnMwbMAAmGz3.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1900965884706935054/c:line.svg)

**Related Topics**
[$mco](/topic/$mco)
[rating agency](/topic/rating-agency)
[credit scores](/topic/credit-scores)
[default risk](/topic/default-risk)
[$fico](/topic/$fico)
[fair isaac corp](/topic/fair-isaac-corp)
[stocks technology](/topic/stocks-technology)
[$spgi](/topic/$spgi)

[Post Link](https://x.com/BourbonCap/status/1900965884706935054)