Calls
1
u/keith1301
Reddit r/ValueInvesting
Win Rate
100.0%
return
+14.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 13
$2241.00
+14.7%
The author argues RELX is a super buy at current prices because its businesses will be complemented by AI rather than threatened, and the market has been unfairly destroying the stock. The mechanism is strong underlying fundamentals: FY2025 underlying revenue grew 7%, adjusted operating profit rose 9%, margin expanded to 34.8%, adjusted EPS rose 10% at constant currency, cash conversion was 99% and free cash flow exceeded GBP 2.3bn, with all four divisions growing profit faster than revenue. Catalysts cited include strong AI adoption (Lexis+ AI enterprise subscribers more than doubled, Protégé workflows expanded to nearly 300) and capital returns (GBP 1.5bn buyback in 2025 and GBP 2.25bn announced for 2026), plus a 3% dividend. No specific risk is stated by the author.
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u/keith1301 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: REL.L.
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