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FactSet Q3 FY2026: Thesis Holds Up & What I'm Watching
I posted a FactSet (FDS) thesis [here](https://www.reddit.com/r/ValueInvesting/comments/1r12asf/factset_a_steady_compounder_trading_at_a_deep/) a few months back. It’s a steady compounder, beaten down by AI fears, with \~95% client retention. I argued the market was overreacting. They reported Q3 this morning, so here’s how my thesis is holding up. **The Good** **Growth re-accelerated:** GAAP revenue +6.4% …
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Critical minerals in Canada are moving from exploration stories to capital pipelines
Drilling still finds the copper - but these days, the drill bit follows the capital map. And Canada just drew a bigger one. Canadian juniors are still driven by drilling. That part of the business has not changed. What has changed is the environment around them. Natural Resources Canada recently …
Copper in the right jurisdiction is becoming more valuable than generic copper exposure
Copper location matters more now. The White House copper import action made that pretty clear. Copper is no longer being treated as just another industrial metal. It is being framed as a national-security input tied to infrastructure, manufacturing, defense readiness, grid buildout and supply-chain resilience. The policy details matter. The …
Just made good gains on the NBIS price swing in the morning
Tracking Deep Tech Integration in Resource Discovery
The intersection of machine learning and upstream supply chains is becoming an informative area for fundamental asset tracking, particularly as junior exploration models attempt to optimize legacy workflows. Data suggests that the primary bottleneck in early-stage mineral targeting remains decision-making under high structural uncertainty. It is worth monitoring how specialized …
Palantir CEO Alex Karp MELTS DOWN on CNBC, says “Madman Karp is on TV and he’s livid”.
What would make your trading process easier?
To all you mobile users mainly, what things frustrate you or annoy you the most about trading on mobile or just in general? wether it’s news research, chart surfing, etc. what tools if existed would you genuinely benefit assistance from? In a nutshell I’m trying to build an app/software for …