Core Insights - Thermo Fisher (NYSE: TMO) shares have experienced significant growth during the Covid-19 pandemic, primarily due to the launch of testing kits that facilitated the return of freedoms [1] Company Analysis - The company is recognized for its ability to produce essential testing kits, which has contributed to its upward trajectory in stock performance [1] - Thermo Fisher is characterized as a durable company with economic resilience, pricing power, and capital efficiency, making it a strong candidate for long-term investment [1] Sector Focus - The analysis emphasizes a focus on sectors such as Technology, Industrials, and Financials, where companies with scalable business models and mission-critical offerings are prioritized [1] - The importance of capital allocation strategies, margin trajectories, and unit economics is highlighted as key factors in assessing the sustainability of growth and returns [1]

Core Viewpoint - Fair Isaac Corporation (NYSE: FICO) has been a subject of significant debate recently, particularly following the Federal Housing Finance Agency's (FHFA) announcement to introduce more competition in the market [1]. Company Analysis - FICO is positioned as a durable company with economic resilience, pricing power, and capital efficiency, which are essential traits for long-term value creation [1]. - The company operates within sectors such as Technology, Industrials, and Financials, focusing on scalable business models and mission-critical offerings [1]. - FICO's capital allocation strategies, margin trajectories, and unit economics are critical for assessing the sustainability of its growth and returns [1]. Market Context - The FHFA's move to increase competition may impact FICO's market dynamics, potentially affecting its competitive positioning and growth prospects [1].