Thomson Reuters: Valuation Is Still Not Compelling Enough

Group 1 - The analyst maintains a hold rating for Thomson Reuters (NASDAQ: TRI) due to perceived overvaluation despite a solid long-term outlook [1] - The investment approach emphasizes understanding core business economics, including competitive moat, unit economics, reinvestment opportunities, and management quality [1] - The focus is on sectors with strong secular tailwinds, aiming to identify businesses that can scale and generate long-term free cash flow [1] Group 2 - The analyst has no current stock or derivative positions in any mentioned companies and does not plan to initiate any within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not influenced by any business relationships with the companies discussed [2]