Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 1 entry · 1 publication

FDS

Factset Research Systems Inc

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Jul 1, 2026
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Jul 1, 2026

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  1. July 2026 1 entry

    Blogs · r/ValueInvesting · /u/TimeInTheMarketWins

    FactSet Q3 FY2026: Thesis Holds Up & What I'm Watching

    I posted a FactSet (FDS) thesis here a few months back. It’s a steady compounder, beaten down by AI fears, with ~95% client retention. I argued the market was overreacting. They reported Q3 this morning, so here’s how…

    FDSshort296 words

    Since publication +31.7% α +29.1 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.