WD 361: Brazil, JetBlue Bankruptcy, Mexican Airlines Merger
Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.
Brazil’s Lula victory leaves Nu and Inter’s thesis intact, while JetBlue heads toward bankruptcy and Mexican airlines pursue a merger.
@accrued_int Yes indeed! Tons of buying In $DKS since August. Retail has generally been a difficult sector for me and so I am approaching this cautiously. https://t.co/sQw6OWE2zl
Fair Isaac $FICO is getting killed today. Looks absolutely hammered. Should deep value guys be buying this today? What’s the worst case scenario here? https://t.co/Ag4mL0lbrS
72% drawdown on $FICO https://t.co/PUmZEyBrqV
I think the $FICO bulls have finally suffered enough. We still don't need any more articles about how it's a great compounder, though. https://t.co/WScp286m47 https://t.co/FBul5wCehN
In your opinion Drew does part of the end buyer most still hold due to the years of data and hence better prepayment risk that a $FICO score allows for? In addition I haven’t looked to much but if it’s clear it’s a VS 740 and a FICO 740 won’t buyers still reflect that differential in price because they aren’t completely the same
@bull_moose26 @ConsensusGurus I'm saying to the GSEs, if there isn't differentiated pricing grid they don't need to use $FICO to sell $10m worth of loans to save say $300k due to pricing grids, its just parity now. No large incentive from that angle
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