FICO 基本面强劲，但高不确定性使其难以预测，因此决定不投资。
逐段跳播
FICO 是我过去两周重点关注的另一个选项。在我看来，FICO 身上发生的事很不幸，而且在很大程度上本可避免。其中很大一部分源于管理层自己的决定——为了利润和短期提价，牺牲并危及自身的竞争优势。
他们做出了那个决定，这已经是过去的事，股价也在很大程度上反映了这一点。所以，我们一直在谈论的很多坏消息——如今关于 FICO 的议论很多。
FICO was the next option I focused on over the past two weeks. What happened with FICO, in my opinion, is unfortunate and largely unnecessary . Much of it stems from management's own decisions to sacrifice and jeopardize its competitive advantage for profit.
And short-term price increases. They made that decision, and it's in the past , and the stock price reflects a lot of that. So, a lot of this bad news we've been talking about—there's a lot of talk about FICO these days.
与 Nike 不同，FICO 的基本面非常强劲。利润率很高，收入在增长，而且它仍然拥有一个根基稳固的产品。所以，我认为这家公司更有吸引力、更值得关注。目前，我对此仍未拿定主意，但我已决定不投资。我认为不确定性太大，可预测性不够。
Unlike Nike, FICO has very strong fundamentals. The profit margins are very high, the revenue is growing, and they still have a well-established product. So, I think this company is much more attractive and interesting.
Right now , I'm still undecided about it, but I've decided not to invest. I think there's too much uncertainty; it's not predictable enough.
当我审视 FICO 时，我看到这家公司可能走上几条不同的路径。首先，我认为 CEO 在未来一年内被替换的可能性很大。
When I look at FICO, I see several possible paths this company could take . First, I think there's a good chance the CEO will be replaced within the next year.
这位 CEO 在过去三年里通过出售 FICO 股票赚了一大笔钱。他一直是个频繁的卖家。你可以看看其中许多笔交易。Lansing William J. 是 CEO。一旦你去看那些交易，就会发现它们只是一连串的连续抛售。
他在高位卖出。1,500 股，每股 2,000 美元。大规模抛售接近 5,000 万美元甚至更多。
The CEO has made a fortune selling FICO shares over the past three years. He's been a frequent seller. You can look at many of those deals . Lansing William J. is the CEO. Once you look at those deals, you'll see they're just consecutive sell-offs.
He's selling at high prices. 1,500 shares, $2,000 per share. Massive sales approaching $50 million or more.
事实上，一些报告显示，就股票薪酬总额而言，他在过去三年里卖出的股票比 NVIDIA 的 CEO 还多。所以，他通过提价、推高股价，然后在高位卖出，赚了一大笔钱。因此，如果未来一年出现重大的管理层变动，我不会感到意外。
In fact, some reports indicate he's sold more shares than NVIDIA's CEO over the past three years in terms of total stock-based compensation. So, he's made a fortune by raising prices, driving up the stock price, and then selling when it's high.
Therefore, I would n't be surprised if there's a major management change in the next year.
这个频道对 $FICO 的历次判断
Joseph Carlson After Hours 在这只股票上共 2 条判断，这里只列相邻的几条。