Letters by company
Thomson Reuters Corporation
5 letters discussing TRI. Everything written about it on this site is on its ticker page.
- Minotaur Capital Minotaur Monthly October 2026 Minotaur added to Broadcom and opened a small Hut 8 position after Anthropic’s prospectus showed accelerating AI revenue but raised questions about supplier financing and build-out returns. It maintained its Meta case as AI improved advertising conversion, while arguing Google and Reddit are losing traffic and monetisation to AI answers. October 2026 META $1.6TAVGO $1.7TCROX $7.5B
- Bristol Gate Capital Partners Canadian Equity Strategy Report to Investors Bristol Gate attributed the strategy’s relative shortfall to stock selection in TMX Group and Pet Valu, while underweights in Materials and Energy helped as commodity leadership reversed. The firm added Cenovus Energy and Cameco for their cash-flow, balance-sheet and dividend-growth prospects, and sold Thomson Reuters and Canadian National Railway to redeploy capital. 2nd Quarter 2026 CCO $31BCVE $53BJWEL $1.3B
- Minotaur Capital Minotaur Monthly September 2026 Minotaur sold Micron, cut SK hynix and redirected capital toward AI users, making Meta its largest position after its Muse consumer agent gained early adoption. The fund added to Artrya after a rival’s FDA setback sparked sympathy selling, opened Shopify and added Freee, while closing its Intuit short in October. September 2026 AYA INTU $91BMETA $1.6T
- Rivemont Lettre financière Volume 17 numéro 2 Rivemont a quitté ses positions aurifères après leur cycle de hausse, tout en conservant Element Solutions et SkyWater pour une exposition plus maîtrisée aux semi-conducteurs. Le portefeuille a éliminé les sociétés jugées vulnérables à l’intelligence artificielle et privilégie les fournisseurs d’infrastructures de centres de données. Q1 2026 CHGG $64MEQIX $104BMU $881B
- Troy Asset Management Investment Report No.88 April 2026 Troy Multi-Asset Strategy cut gold after its sharp advance and took profits in Alphabet and Microsoft as AI investment spending and valuation risk intensified. The strategy retained short-duration inflation protection and yen exposure, arguing that Gulf-war supply shocks, persistent inflation and crowded risk assets warrant proactive stock selection. first quarter of 2026 GOOGL $3.6TMSFT $3.9T
