Thomson Reuters(US:TRI) Seeking Alphaยท2025-11-08 06:14Core Viewpoint - The analyst previously held a "hold" rating for Thomson Reuters (TRI) due to concerns about its valuation, indicating a lack of compelling reasons to invest in the stock [1]. Investment Philosophy - The investment approach is fundamentally driven, focusing on identifying businesses with potential for scalability and significant terminal value [1]. - Key factors considered include competitive moat, unit economics, reinvestment opportunities, and management quality, which are essential for long-term free cash flow generation and shareholder value creation [1]. - The analyst emphasizes the importance of fundamental research and targets sectors with strong secular tailwinds [1]. Professional Background - The analyst has 10 years of experience in investment banking and is currently managing personal funds sourced from friends and family [1]. - The motivation for writing on Seeking Alpha is to share investment insights and receive feedback from other investors [1]. - The goal is to help readers focus on the drivers of long-term equity value, advocating for analysis that is both analytical and accessible [1].