More market turmoil + A fair new idea

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