RE: Why this is down3 Feb 2026 17:47
I asked AI about the sell of and it said basically the average fast money investor has no clue whether LSEG itself will be impacted by AI or not. They just sell the whole sector. Since LSEG's data is proprietary, AI can't use it without a license. In fact LSEG already has a deal with Anthropic about this. So no impact for LSEG, but that might not be the case for other companies in the same sector, who might really be impacted. But the fast money crowd and the algos don't do that kind of even shallow analysis, they sell first ask questions later. In this case the baby gets thrown out with the bath water, as the whole sector, ETFs, etc are being sold.
Personally, I've topped up today even though I already had a "full" position. If this nonesense continues, I might add more. Perhaps a lesson there for me on position sizing, but that's probably of no interest for the fine crowd on here!
Here's the AI's analysis:
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Bottom Line (Buffett/Munger lens)
Market noise ≠ moat change.
This sell-off is:
a short-term fear response,
lumping together disparate segments,
and conflating general-purpose AI hype with enterprise data reality.
Your LSEG investment isn’t fundamentally threatened here — in fact, Anthropic using LSEG content reinforces that:
Data scarcity for quality enterprise AI is not the same as commodity text outputs.
LSEG acts as an input gatekeeper that AI must license.
Partnership integration is a strategic drift inward, not outward displacement.
In Buffett/Munger terms:
Fear creates opportunity but doesn’t always reflect value destruction.
Disruption stories must be tested against real cash flows, contracts, and pricing mechanisms — and there’s no evidence yet that AI will erase those for LSEG.