TransUnion (TRU): A Bull Case Theory

We came across a bullish thesis on TransUnion (TRU) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on TRU. TransUnion (TRU)’s share was trading at $85.73 as of April 2nd. TRU’s trailing and forward P/E were 59.12 and 20.33 respectively according to Yahoo Finance.

A senior executive in a suit standing in a conference room with a poster of the Pioneer Investment Management’s credit rating in the background.

With growing concerns of an...