Research Feed
Fair Isaac (FICO) — SaaS AI Survival V-Score: 3.57
FICO is two businesses stapled together. The first is a regulatory standard masquerading as a product — the FICO Score, embedded in LLPA grids, GSE requirements, MBS ratings, Basel capital models, and securitization documentation across the entire U.S. mortgage infrastructure. The second is an enter
RELX Q4 2025: STM Upgrade + 90% Idio Variance at 14x Forward P/E
RELX delivered strong Q4 2025 results (7% revenue, 9% profit, 10% EPS, 99% cash conversion) into a stock crushed 38% on AI disruption fear triggered by Anthropic's Claude Cowork launch. At $31.06, the stock trades at 14x forward P/E with analyst targets at $51.50 (+66% upside, 12-month horizon). The