Europe · 2 entries · 2 publications
Relx
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Business Model Mastery · The Antifragile Investor
Proprietary data, deeply embedded workflows and exceptional switching costs already create powerful economics. AI could make those assets considerably more valuable.
Since publication +15.5% α +12.4 pp vs FTSE 100 · GBp
Substack · Multibagger Radar · Joshua Nielsen
A Very Good Opportunity for a Niche Compounder
Since publication REL.L −10.2% α −26.9 pp vs FTSE 100 · GBp
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.