Dev Kantesaria

Trey Lockerbie chats with Dev Kantesaria, Managing Partner of Valley Forge Capital Management, who boasts an impressive background in both medicine and venture capitalism. They discuss Buffett's investment principles and the importance of running a concentrated portfolio for long-term success. Dev shares insights on navigating recessions and why he shifted focus from biotech to public equities. The duo also emphasizes investing in high-quality companies with predictable growth, especially amid market uncertainties.

Dev Kantesaria, managing partner at Valley Forge Capital Management, joins to explore FICO's influential role in the credit scoring industry. Discover how FICO revolutionized lending practices by shifting from subjective assessments to objective metrics. Kantesaria discusses their dual revenue streams: consumer credit scores and sophisticated software for fraud detection and CRM. With an annual revenue of $1.3 billion, FICO's efficient model and its competitive edge are examined, alongside insights into future developments driven by artificial intelligence.