Nick Train trimmed FICO · Fair Isaac Corp
$126M · now 5.3% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$720 now
Our estimates disagree too much to call this one.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。