Downgrading Wolters Kluwer and Thomson Reuters Moats to Narrow on AI Disruption Potential
We still view Thomson, RELX, and Wolters stock as undervalued, reflecting heavy pessimism about the sector.
Rob Hales, CFA, is a senior equity analyst for Morningstar.* He covers the European technology sector, including software, hardware, and IT services.
Before joining Morningstar in 2015, Hales spent five years in equity research covering gold-mining stocks for BMO Capital Markets and CIBC World Markets.
Hales holds a master’s degree in business administration from Ivey Business School at Western University. He also holds a bachelor’s degree in business administration from Simon Fraser University and the Chartered Financial Analyst® designation.
*Morningstar Holland BV (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc.
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