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After reviewing the quarterly holdings of several mutual funds I noticed this stock as one that is being accumulated (and it seemed to be quite similar in many ways to Fair Issac and Co (the source of the infamous debt ratings used by mortgage brokers and others) in both its product offerings (risk ratings) and growth trajectory. It amuses me more than a bit that these two seem to be paired in many mutual funds (especially since at the date I researched them they had exactly the same market cap).

Small profitable company with a very strong balance sheet and relatively high projected growth, and strong earnings margins are all factors that led me to continue my research.

The primary thing that concerns me about investing in this company is that their products are relatively difficult for the public to grade. Sure they might be great for institutions, but if the public isn't using the information it will never get the "fidelity effect" (buy what you use). The fact that institutional investors buy this stock is definitely good (considering they seem to be a target audience for its products ... a good vote of approval).

What is immensely difficult to grasp however is how much of a competitive advantage this company has and when or whether other companies are starting to compete with it better.

Any one else have comments (this message area seems like a bit of a ghost town - granted maybe that means there are some educated lurkers rather than just prolific shorters.)
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