$RELX

2 theses
bullish 50%neutral 0%bearish 50%
Avg return (3m)
+2.2%
Win rate (3m)
100% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices delayed ~15 min · refreshed 26m ago
$RELXr/ValueInvestingDiscussionbearish
u/Teembeau · 36d ago9 prior · awaiting results
Information services company; battered by AI nonsense

Portfolio (I thought I'd dump this and some discussion)

RELX has been beaten down by AI hype impacting information services. The author holds but implies near-term weakness despite potential long-term recovery.

At post $36.51Now $34.21-6.3% since posted26m ago
original post →
$RELXr/wallstreetbetsDiscussionbullish
u/type_your_name_here · 116d agono track record yet
Long 401 shares of RELX

RELX is my new favorite "common sense" play

RELX owns valuable private domain data assets (Lexis Nexis Plus) positioned to capitalize on AI middleware monetization. The stock has been discounted due to AI replacement fears but offers low volatility downside protection plus upside from AI-driven upselling of paywalled data access, plus a dividend.

At post $33.70Now $34.21+1.5% since posted26m ago
1d
3d-1.1%
1w-2.8%
1m-3.3%
3m+2.2%
6m
1y
original post →

End of results.