Thomson Reuters: Buy The Dip On This Wide-Moat Business

Core Insights - The article highlights the potential investment opportunities in financial and legal software companies that are threatened by AI disruption, particularly those with strong market positions and integrated solutions within client operations [2]. Group 1: Investment Focus - The investment service iREIT+HOYA Capital specializes in income-producing asset classes, aiming to provide sustainable portfolio income, diversification, and inflation hedging [1][2]. - The service offers investment research on various asset classes, including REITs, ETFs, closed-end funds, preferred stocks, and dividend champions, targeting dividend yields of up to 10% [2]. Group 2: Market Conditions - The current market environment presents bargain opportunities for companies with robust competitive advantages, especially those that have established deep integration within their clients' workflows [2].