Seeking Alpha·2025-12-12 15:55Group 1 - FactSet Research Systems Inc. (NYSE: FDS) has experienced a significant decline of approximately 39% year-to-date in 2025, contrasting its previous status as one of the best compounders in the market [1] - The focus is on identifying undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but now shows potential for long-term value investing [1] Group 2 - The analysis emphasizes a preference for long-term value investing while also exploring deal arbitrage opportunities in various sectors [1] - There is a noted aversion to investing in high-tech businesses or certain consumer goods, with a specific mention of a lack of understanding regarding cryptocurrencies [1]