Calls
1
u/Actual-Wonder6262
Reddit r/ValueInvesting
Win Rate
100.0%
return
+14.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 14
$2241.00
+14.7%
The author argues RELX's roughly 50% fall from its mid-2025 peak, accelerated by Anthropic's legal AI launch, massively overstates the threat, since AI models need high-quality structured data that RELX owns across Risk, Legal and STM. He cites Thursday's results with 7% organic revenue growth, expanding margins, upgraded guidance and a 50% buyback increase to £2.25bn as validation. At around 14x FY26 earnings and a 35% discount to US peers, he thinks valuation does not reflect the quality, growth or cash returns, and hopes the recovery has begun.
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u/Actual-Wonder6262 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: REL.L.
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