Calls
2
u/ashish1103
Reddit r/ValueInvesting
Win Rate
0.0%
return
-7.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 01
$35.80
-4.1%
Author names RELX as one of the ultimate 'pick and shovel' plays for the AI regulation era and says he is long RELX. Mechanism: RELX owns 'ground truth' legal data via Lexis, which is indispensable for high-stakes law; increasing regulation and the need for RAG over trusted databases should reinforce its moat. Catalyst/horizon: EU AI Act taking full effect in 2026 and a next-five-years compounding view. No company-specific risk was stated beyond the general AI-disruption debate the author rejects.
Internet Platforms
Long
Feb 01
$112.36
-11.5%
Author says Thomson Reuters is a Strong Buy and is long TRI as a 'pick and shovel' play for the AI regulation era. Mechanism: more regulation (EU AI Act fully in 2026, US state data-privacy fights) increases demand for trusted legal data, and TRI's Westlaw/CoCounsel RAG walled garden avoids AI hallucinations and strengthens its moat. Catalysts/evidence: Q3 2025 organic growth accelerated to 7%, margins are expanding to ~40%, and it recently completed a $1B buyback with 0.6x leverage. Main stated risk: TRI's ~33x P/E may look historically expensive.
Capital Markets
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/ashish1103 has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: TRI, RELX.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
