TRI
2 tracked calls · 1 long · 1 short · last 90d: 1L/0S
first called by All-In Podcast 5mo ago
LONG2mo ago
“one of the most impressive tools in the market that we've seen today is Thomson Reuters Code Counsel … I would love that as an API. Uh, we'll certainly be building on it when they launch it.”TBPN
Thomson Reuters' tax AI tool (Code Counsel) is best-in-class moat; API launch later this year unlocks a huge market
TRILONG@ $97.10
$96.39-0.73%
since call May 4
peak +12.4%
SHORT5mo ago
“a lot of legal tech startups and uh public companies were hit hard. Thompson Reuters down 20%, Lexus Nexus, which is a database of case law, uh was down 15%”All-In Podcast
Claude legal tools attack the legal-data moat; agentic layer eats the profit pool, terminal value plummets
TRISHORT@ $86.34
$96.39-11.64%
since call Feb 7
peak +3.6%