Fair Isaac Should Beat Guidance Easily; Stock Remains A Buy (NYSE:FICO)

Group 1 - The article discusses the investment approach towards Fair Isaac Corporation (FICO), highlighting an upgrade to a buy rating due to potential in platform strategy and pricing power in Scores [1] - The author emphasizes a fundamentals-based approach to value investing, challenging the notion that low multiple stocks are inherently cheap [1] - The focus is on identifying companies with long-term durability, steady growth, and strong balance sheets, while acknowledging the risks of overpaying for successful companies [1] Group 2 - The article suggests that in certain situations, the vast development runway of a company can make immediate price less significant [1]