Thank you Isaac. We examined FactSet in detail given its strong fundamentals, and as you can see, it also scores well. At the time, its valuation was enticing, and with the recent drop, it appears to be becoming attractive once again. Nonetheless, from this industry analysis, MSCI stood out and has been added high on the watchlist for further review. Its performance is impressive.
We agree on MSCI's solid performance, which demonstrates resilience. As for FactSet's drop, it is linked to the announcement that Linda Huber, the CFO, is leaving the company. Her position will be filled by Helen Shan, the Chief Revenue Officer, who previously served as the CFO before Linda's appointment.
In my book has stellar metrics, has been a long term linear compounder, and M-star just upgraded their moat rating to WIDE which support the thesis and fundamentals.
Great value!
Glad you enjoyed it!
Great analysis, why FDS over MSCI in the portfolio? I recently started a position in MSCI, their fundamentals are stellar.
Thank you Isaac. We examined FactSet in detail given its strong fundamentals, and as you can see, it also scores well. At the time, its valuation was enticing, and with the recent drop, it appears to be becoming attractive once again. Nonetheless, from this industry analysis, MSCI stood out and has been added high on the watchlist for further review. Its performance is impressive.
Solid results today by MSCI ! Definitely it’s an all weather stock. SPGI went up in sympathy while FDS down. Thoughts?
We agree on MSCI's solid performance, which demonstrates resilience. As for FactSet's drop, it is linked to the announcement that Linda Huber, the CFO, is leaving the company. Her position will be filled by Helen Shan, the Chief Revenue Officer, who previously served as the CFO before Linda's appointment.
best to check https://www.sprucepointcap.com/research/msci on MSCI. Short report that is bearish for MSCI!
Thank you so much for sharing this short report. It was interesting to read and a real time saver.
Another company with great fundamentals and wide moat that is high on my WL is DSGX, worth a look!
Thank you for bringing it to our attention. 🙏 what’s the elevator pitch for this one?
In my book has stellar metrics, has been a long term linear compounder, and M-star just upgraded their moat rating to WIDE which support the thesis and fundamentals.
Thanks for that Isaac. Will dig into it and if it fits the criteria we might write an article on it.
It's a global B2B supply chain and last mile SaaS platform with high margins profile.
https://youtu.be/RGJEBnhdS5c?si=qV8XPNorQTL8CV3v
Awesome 🙏
I'm still digging on it!
Although I would say FDS price is enticing now!
We tend to agree.
My concern with FDS is their growth outlook in the single digits.
We believe that 9.9% 5 year EPS growth it’s not that bad.