Valley Forge Capital Management

Dev Kantesaria, Managing Partner

[Valley Forge Capital Management @ValleyForgeCap]

How amazing would it be if S&P Global had just Ratings and Indices? Years of ill-conceived acquisitions and investments for non-core businesses have diluted intrinsic value. Management needs to stop rearranging deck chairs and get serious about rationalizing the portfolio. $SPGI

[Valley Forge Capital Management @ValleyForgeCap]

I attended FICO World 2026 last week. I was very encouraged by what I heard on Scores. Software is also firing on all cylinders. At the current price, I believe investors should be buying $FICO hand over fist. Why isn't a big fund adding a billion dollars of FICO stock this week?