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Raw signal, scraped and timestamped.

Source material behind every call on the tape.

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Applying a data ontology framework to AI moat investing — why FactSet, Veeva, Roper, and SPGI may be mispriced relative to Snowflake/Databricks. Methodology and open question on durability inside.

JoeInORreddit / Jun 30, 2026 · 18:49 / FDS BUY

Background: I've spent twenty years doing data ontology work professionally — building the semantic structures that turn raw, ungoverned data into something usable, most recently at SurveyMonkey. On the side I've built a personal screener pulling 16 years of SEC …

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