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@wazumi_cap "Overview: Factset is basically enterprise Tikr/FiscalAI. Their competitors are Bloomies $spgi CapitalIQ and lseg Refinitiv. XX% of rev comes from CIO/PMs at buyside desks. They need a lot of data entry employees XX% are folks in IN/PH so it's not a high op lev co"
X Link @wazumi_cap 2025-10-13T01:10Z XX followers, XXX engagements

"$fds quick thesis: Their earnings guidance dip is due to reinvestment for growth not because rev is declining. I think they can earn it back if their AI tools attract customers and will be able to recover margins X years out. At a XX fwd PE this is a buy"
X Link @wazumi_cap 2025-10-13T01:10Z XX followers, XX engagements

"@Dollar_Bill_100 @blondesnmoney yeah i looked into BDCs once most of them are ridiculous fee-harvesting vehicles but Main is actually kinda good with fees because it's internally managed key term is Non-Lev Expense Ratio main is XXX% some are like 6%"
X Link @wazumi_cap 2025-10-09T14:54Z XX followers, XX engagements

"I really like @SayNoToTrading analysis here too"
X Link @wazumi_cap 2025-10-13T01:10Z XX followers, XX engagements

"@FreezingFinTake $kkr has returned XXX% since that post Whats your point"
X Link @wazumi_cap 2025-10-09T00:44Z XX followers, 2917 engagements

"@investingluc I think about this whenever I want to chase momo"
X Link @wazumi_cap 2025-10-14T04:11Z XX followers, XXX engagements

"Wont bet against zucc but at what point is it crazy for $meta to be spending so much on talent They only have 54B FCF and theyre already blowing it on gpus"
X Link @wazumi_cap 2025-10-12T08:01Z XX followers, XXX engagements

"Let me know what you think. It's not as high of a quality compounder like $spgi but it's cheap and imo not a value trap. Will be looking for entries this week"
X Link @wazumi_cap 2025-10-13T01:10Z XX followers, XXX engagements

"long $fds XXX 2.5%"
X Link @wazumi_cap 2025-10-13T15:47Z XX followers, XX engagements

"What stage of the mineral cycle is this when an options flow SaaS owns a mine in Greenland"
X Link @wazumi_cap 2025-10-14T00:32Z XX followers, XXX engagements

"@buccocapital He saw the X% wacc and 2050 dcf for $oklo"
X Link @wazumi_cap 2025-10-15T23:12Z XX followers, XXX engagements

"added $spgi XXX now 3%"
X Link @wazumi_cap 2025-10-13T15:02Z XX followers, XXX engagements

"@DeepDishEnjoyer Prohibited interest but promoted the free market I guess he was a stocks over bonds guy after all"
X Link @wazumi_cap 2025-10-12T08:21Z XX followers, XXX engagements

"$crm wont pump on OpenAI deals but pumped on a 2030 guide"
X Link @wazumi_cap 2025-10-15T23:14Z XX followers, XXX engagements

"@HatedMoats Incredibly bullish $adbe they are implementing AI tools that creators actually use (generative fill backgrounding). AI tools still not good at precise face edits so photoshop still needed $fig is a bigger threat to adbe than AI imo"
X Link @wazumi_cap 2025-10-12T18:42Z XX followers, XXX engagements