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  • 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.


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