Feeding Frenzy
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…









