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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...
— Portfolio Management Committee
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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 holds...
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 Large Cap Equity
CDW Corp. is a value-added reseller and solutions provider of information technology hardware, software, and services to over 250,000 commercial, government, education, and healthcare clients across North America and the UK. The manager holds...
Jack Henry & Associates provides essential back-office core processing software for regional commercial banks and credit unions, powering account management, deposits, and transaction settlement. The manager holds...