top of page
  • Writer's pictureAbacus Research

TransUnion: innovation and fintech driving growth.

The market is not exactly making it easy. We want to buy high quality at a reasonable price, and Transunion looks like it fits the bill. It is a reasonably valued long term share gainer in a market with three rational players.

If numbers come down, it is not by much (2-3%) unless the macro deteriorates markedly which gives comfort, although I do worry that we do not fully grasp the macro changes happening.

Recent Posts

See All

Fortive: potential14% IRR

Fortive is a high quality business with an asset light model, high margins, high incremental margins and consistent FCF generation that is reinvested in M&A. Recent guidance for slow organic growth fo

Vertiv (VRT) - Datacentre play on AI theme

Vertiv is a leader in critical infrastructure for datacentres and a clear beneficiary of AI driven growth. AI tailwind for datacentres is only starting. To date, Vertiv has seen little to no impact fr

Palantir (PLTR)

The advent of LLM’s have changed Palantir's relationships with institutions – the commercial market is now open to what Palantir is selling. This is a significant change from one year ago. AIP bootcam


bottom of page