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FactSet (FDS): A battered Wall Street compounder or a hidden opportunity?

FactSet has quietly delivered decades of growth and a nearly unrivaled subscription model. So why has the stock been hit so hard? In this episode, we break down FactSet’s financial data moat, the "sticky" reality of its terminal business, and the CUSIP acquisition. We also tackle the big question for investors: Is AI a threat to this business, or the catalyst for its next leg up?