Thoughts on RELX?

u/Mister_Unicornio · Reddit — r/ValueInvesting · February 04, 2026 at 12:03 · ⬆ 2 pts · 💬 12 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author bought a starter RELX position after the 14% Anthropic legal-tool drop, citing strong ROE, gross margin, forward P/E, oversold RSI and AI needing RELX data.

RELX — LONG 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.

I have been following on my watchlist RELX for a while and even bought a starting position yesterday following the 14% drop after all the Anthropic legal tool drama, its numbers look good, ROE of over 70% and a gross margin of 62% and so does its valuation (15.99Forward P/E), it also has a current RSI of almost 10, which is crazy oversold for the moment and makes me think its gonna spring up somewhere in the near future.

Score 2
Comments 12
Full Post Text
Ideas
u/Mister_Unicornio Reddit r/ValueInvesting
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.
More from Reddit — r/ValueInvesting

This Reddit post, published February 04, 2026, features u/Mister_Unicornio discussing RELX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Mister_Unicornio  · Tickers: RELX