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Bearish on FICO; holds puts based on thesis that competition from Vantage score adoption weakens its mortgage pricing power.
We got FICO Fair Isaac Corp is down $165. Uh it change FHFA changes allowing Vantage score alongside FICO and Fanny May Freddy mortgage pricing are fueling concern that competition could weaken FICO's longstanding mortgage scoring advantage.
So FICO and we're not going to touch this with a 10-ft pole but FICO is down from 840 to 675.