Thomson Reuters: Stock Multiple Isn't Going Anywhere Until AI Debate Resolves

Core Insights - The analyst previously held a hold rating for Thomson Reuters Corporation (TRI) due to concerns about the FY2026 growth outlook, particularly in the CP and LP segments [1] - The investment approach emphasizes understanding core business economics, including competitive moat, unit economics, reinvestment runway, and management quality, which are crucial for long-term free cash flow generation and shareholder value creation [1] - The analyst focuses on sectors with strong secular tailwinds and aims to provide accessible and analytical insights to help readers identify high-quality, long-term investment opportunities [1] Company and Industry Summary - Thomson Reuters Corporation is facing headwinds in its CP and LP segments, impacting its growth outlook for FY2026 [1] - The investment strategy is centered on identifying businesses with potential for scaling and unlocking significant terminal value over time [1] - The analyst's background includes 10 years of self-education in investing, currently managing personal funds sourced from friends and family [1]