u/Mister_Unicornio

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+15.1%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +15.1% Long Return +15.1% Short Return -
Average Return
7d -7.1%
30d +19.6%
90d +21.2%
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Source
Long
Feb 04
$29.84
+15.1%
RELX oversold; AI needs its data moat
The author bought a starting position in RELX after a 14% drop tied to the Anthropic legal tool drama, citing ROE over 70%, gross margin of 62%, a forward P/E of 15.99 and an RSI near 10 that looks extremely oversold. The core argument is that LexisNexis and Elsevier are solid and that AI, even if it improves massively, will always need RELX's core data-gathering business because scraping the web is unsafe and hallucination-prone for this kind of work. The author expects the stock to spring up in the near future and sees AI and RELX growing hand in hand rather than AI destroying the business.
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u/Mister_Unicornio has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: RELX.

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