2Wk·

Subsequent purchase Wolters Kluwer

$WKL (-0.05%)

Why?

The company continues to deliver fairly strong operating figures:

high recurring revenues (~83-85%),

strong margins,

stable cash flows,

share buybacks,

dividend growth.

And: AI is not only a threat, but is already being actively integrated:

AI-supported products,

Healthcare AI,

Legal/Tax AI,

cloud software growth.

5 Comments

jkb92@jkb92

2Wk

I also bought more today. I agree with you.

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Tim Oosterhout@Tim00sterhout

2Wk

Yes I think it as well. The same with $NOW. In my opinion these SAAS-stocks are punished too hard because of AI.

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Poor Dad@PoorDad

2Wk

Unfortunately, the market is currently punishing companies that are not pure tech or AI companies. Large institutions are selling, and small investors are immediately following suit in panic. This has been happening to 80% of all GICS ex-tech stocks for some time now.

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Tom@Tomtom12

2Wk

@PoorDad This will soon be reversed. In my opinion, there is a greater chance of collecting cheaply. The market will regulate itself.

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Poor Dad@PoorDad

2Wk

@Tomtom12 I think so too

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