Buy VCISY by Nov 30, 2026.

The first is the FDS discipline question. I bought FDS in early 2026 when its true FCF yield was above 8% and the market was pricing it as an AI casualty. The thesis: it died of a theory, not of an actual deterioration in its business. Four consecutive quarters of accelerating ASV growth and 95%+ retention while the stock fell confirmed the mispricing. I just sold it as the true FCF yield compressed below 6% from price appreciation. The question …