Lakshmi Ganapathi

researcher

  1. There is a reason Vantage is being pushed. So FICO is not realizing that they're losing footing in this market. So they have to, they will be forced by the market to reduce prices.
    Lakshmi Ganapathi · The Real Eisman Playbook (private feed for jude@towers.net) · The Art of the Short with Lakshmi Ganapathi: FICO, DoorDash, and AeroVironment · 2026-09-02
  2. It actually scares me because now anybody with a pulse who barely have any credit history can get access to credit.
    Lakshmi Ganapathi · The Real Eisman Playbook (private feed for jude@towers.net) · The Art of the Short with Lakshmi Ganapathi: FICO, DoorDash, and AeroVironment · 2026-09-02
  3. Unless they create latest drone system in a cost-efficient manner, they got nothing.
    Lakshmi Ganapathi · The Real Eisman Playbook (private feed for jude@towers.net) · The Art of the Short with Lakshmi Ganapathi: FICO, DoorDash, and AeroVironment · 2026-09-02