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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
RELX is a business services organization comprising four distinct business units - Risk, Legal, STM (Scientific, Technical, and Medical), and Exhibitions, though the first three drive the bulk of the investment case today. The commonality between...
— Jonathan T. Bloom
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Other investors who've written on RELX PLC
RELX PLC is a global provider of information-based analytics and decision tools across Risk, Legal, Scientific, Technical, and Medical (STM), and Exhibitions divisions. The manager is...
The manager is highly positive on RELX's subscription-heavy model and its proactive adoption of generative AI through Lexis+ AI. By training large...
More institutional theses from FMI Small Cap Equity
CDW Corp. is an IT solutions provider and value-added reseller serving over a quarter of a million commercial, government, healthcare, and educational clients across North America and the UK. The manager is...
Jack Henry & Associates provides mission-critical core banking software and IT infrastructure that powers the day-to-day operations of regional commercial banks and credit unions, enabling account opening, deposit taking, and transaction processing. The manager maintains...
Accenture has experienced a major valuation contraction due to temporary IT spending slowdowns and a misguided narrative that the firm is an AI loser. While AI may...