I had a hold rating for Thomson Reuters ( TRI )( TRI:CA ) previously, as I did not see a compelling reason to own the stock given the valuation it was trading at. II’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how thos ...