Senior Equity Analyst at ByteTree | CFA Charterholder | Focused on quality investing | Views my own, not investment advice.
Cite asCryptoQuant has tracked the directional calls on FICO by @WinderKit on X since Sep 2026: not yet scored on FICO (as of Nov 11, 2026).
4 FICO calls on record, a thin history.
Relative view by default: fewer than 30 FICO calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @WinderKit to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Post-midterms update on these US rotation winners. $NKE +5% $CSGP +6% $APP +10% $FICO +4% $LULU +6% $CPRT +4% https://t.co/zBuiGhf6fd
View original →The four most dangerous words in finance are "no price too high" - Howard Marks. Shopify $SHOP is one of the world's best companies. The CEO is rightly revered, the business model is elite, growth is strong (>30%), the financials have become excellent, and the outlook is surely rosy. ROIC has gone from negative to 15% in the last four years (see red bars below). However, that blue line below shows the FCF yield - just 1.2% before today's crash. That is rich indeed, translating to a P/FCF of 85x. EV to sales is 15x. In 2000, they asked, "what were you thinking" at 10x! So many recent examples of this, from $FICO to $NKE to $RMS. Quality is great, but don't overpay.
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