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 2^nd. TRU’s trailing and forward P/E were 59.12 and 20.33 respectively according to Yahoo Finance.

[caption id="attachment_1236644" align="aligncenter" width="768"] 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.[/caption]

With growing concerns of an impending U.S. recession,...