Member Info for Sparz

LSEG is looking very defensible from here like RELX update last week wrt AI.

Data. Solid base. Ogliopoly.

AI driven and partnerships in place

Might not be the exact bottom here but everything to get right here. AI should even improve margins here too and operational efficiency and ROCI.

Just my 2 cents

Yep. Been a long time coming since 1300p days . Yep out for now until we get a pull back.

Advanced AI models definitely will threaten junior quant and city roles already.. Great opportunity for AI to do a lot of the grunt work replacing a tonne of those high paid city jobs.. they will not need as many... Good for us shareholders and boards as AI will improve margins over time.

How good is your financial adviser really... Let alone your broker... when achieving 10%+ CAGR with this AI and geopolitics driven volatility seems quite doable with some patience... I'm still researching this but it's looking interesting.

Yep. Big telecom with agentic has a lot of potential for disruption.. Good for shareholders.. Not so good for at least one or two of those buildings in Newbury though if they're still needed in < 12 months from now.

Great. Thanks and agree and I like their road map. Keep pushing them to add the capability you need.

If you're using AI enabled expert tools you're in great shape to provide a premium service to clients.

Steady as she goes.

Nice bounce. You have to realise the markets are not experts in AI and clearly struggling to price value vs believing AI will destroy value. I believe it will create value. The human cost though is social and will need to be addressed.

If I was a solicitor I'd want to use RELX heavily and get good at it. They may want to rethink their hourly rates though..

EM will be more volatile in the Macro climate. I'll wait for drops if they come before going back in. Good results though.

Good answers and clearest view yet with strong growing proprietary content on the webcsst. Much the same as LSEG perhaps. Their moat is strong. A gtm partnership is more likely here than anything else right now.

It will come down to margin impact and any reactive change to business models which is not on the table here right now..

Healthy open. Webcast starting 8.30.

Confident buyback.

Good timing for buying in

Over 115p is great. In the way up after some profit taking..

Plus in a time of turmoil on markets.. LGEN in the FTSE100 is more resilient to any impact of AI.. Potentially better as they will use more AI over time to improve operational risk and efficiency..

Stable. Good buy. Long.

Aviva perhaps some profit taking..

They are well positioned and "moated" with AI too.

AV. . Dividend growth. Great.

AV. Capital growth. Good.

LGEN dividend growth. Ok.

LGEN capital growth. Low.

Yep.. Bought in.

Looking at LLOY, these will lag, the next rate cut is what will help drive this so it's a timing thing now.

Uk focus of home ownership remains a factor

I don't know where the bottom will be as the markets always over react during a transformative shift.

RELX will come out on top with premium offerings if they get their product integration right.. Even announcing a GTM partnership with Anthropic/others will be something we can expect to see.

AI has a lot more impact of supposed finance and legal professionals higher up the value chain. Their moat is very limited now.

Well. I like these macro dips whatever the cause.

Brokers hey.. Nice job of you can get it

Switched some mng into lgen plus av.

I think good to have a bit of both

Why this drop..

Bought in a bit more

The proprietary data moat is extensive.

Buying in at this price.

Agree...

The case of the West Midlands chief superintendent who lost his job when his team used AI which made up a football match that never happened....

Can you imagine lawyers/solicitors for an M&A, or copyright case, or patent infringement, or 'sinple' house buy.. What tool will they use, how will they know it's not hallucinating, what case law, citation do they have as if it correct? Would a solicitor use that in court to build their well built case?

RELX provides the ground truth for the data they need they will integrate as they are doing vs replacing this..

Bounce.. Yes.. When the city decides AI hype is overdone..

It's not betamax

The citations are critical in law. Any LLM can't do this and will fall foul of hallucination.. Not good if you're in court defending your case.

Solicitors..

LLM.. Contract summary yes

RELX subscription. Essential still