About this episode

Barry and Ernest discuss the implications of the Iran conflict and introduce a new addition to the investment portfolio.

In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio.  0:00- Introduction 2:12- Long-term implications of Iran  7:43- Low multiples for AI stocks  11:50- New addition to the portfolio 14:54- Why FICO is a great business 18:15- FICO's pricing power + industry incentives 23:19- The housing cycle 25:40- VantageScore competition 

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