Feeding Frenzy

AI & Data

Feeding Frenzy Two pieces struck this week: our analysis of the financial results of RELX, Thomson Reuters, and Wolters Kluwer, and the first-half results of Elsevier, Clarivate, Springer Nature, Wiley, and Taylor & Francis.   Two paragraphs stand out, and they are harbingers of the M&A that’s to come.   The more defensible strategy is…