$RELX

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

+2.2%

Win rate (3m)

100% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Oct 23, 3:46 PM ET

$RELXr/ValueInvestingDiscussionbullish

u/Wonderful-Finish4822 · 14d ago9 prior · awaiting results

I ranked 25 companies by 30-year durability and current valuation. Intuit and RELX stand out most to me.

RELX offers B+ durability with strong valuation dislocation. The market underestimates how embedded its proprietary data, workflows and decision tools are; while AI may change the interface, it does not remove the underlying competitive moat.

At post $36.54Now $40.57+11.0% since postedas of Oct 23, 3:46 PM ET

1d—

3d+0.4%

1w+6.9%

1m—

3m—

6m—

1y—

original post →

$RELXr/ValueInvestingDiscussionbullish

u/Wonderful-Finish4822 · 48d ago9 prior · awaiting results

Where I think the market is mispricing quality: 10 valuation dislocations for the next 3–5 years

RELX is ranked #2 in a valuation dislocation study, suggesting the author believes the market is mispricing it relative to business quality and expects outperformance over 3–5 years.

At post $34.70Now $40.57+16.9% since postedas of Oct 23, 3:46 PM ET

1d—

3d-2.5%

1w+2.9%

1m-0.5%

3m—

6m—

1y—

original post →

$RELXr/wallstreetbetsDiscussionbullish

u/type_your_name_here · 161d 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 $40.57+20.4% since postedas of Oct 23, 3:46 PM ET

1d—

3d-1.1%

1w-2.8%

1m-3.3%

3m+2.2%

6m—

1y—

original post →

End of results.