2Mon·

Update Portfolio TR August

André · 2025-08-11T07:24:53.437100Z

After the sale of $RIO I have now bought a first tranche $WKL bought. I will continue to top up below €110.

After the sale of $RIO (-1.88%) I have now bought a first tranche $WKL (+0.21%) bought. I will continue to top up below €110.

11.08

Wolters Kluwer

Bought x15 at €119.72

€1,795.75

24 Comments

Sansebastian@Sansebastian

2Mon

Unfortunately, it has just left the support zone to the downside. The next time the stock stabilizes, I'll add to it

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Deleted User

2Mon

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Sansebastian@Sansebastian

2Mon

@Memo0606 but can also be as low as €114-115, because there is a lot of volume here.

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Deleted User

2Mon

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Sansebastian@Sansebastian

2Mon

@Memo0606 $WKL uses AI itself, so yes

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André@Lausbub89

2Mon

It's like Accenture and Adobe. The trend is to question the business of such strong companies through AI. All completely unfounded, especially as these companies are using AI themselves to develop further.

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Deleted User

2Mon

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Sansebastian@Sansebastian

2Mon

@Memo0606 possible yes. I'm still waiting for the day to see if the gains are maintained

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View all 2 further answers

TheMaverick@TheMaverick

2Mon

@Memo0606 I work in the accounting sector and I often work with lawyers for fiscal and tax problems.
I can tell you that laws and tax are a subjects so complicate, full of points and exceptions (especially for multional companies) that I really doubt any company worldwide can implement their AI software for tax & legal purpose and replace completely the services that companies like $WKL offers.

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Deleted User

2Mon

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TheMaverick@TheMaverick

2Mon

@Memo0606 No, I don’t think so

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Deleted User

2Mon

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TheMaverick@TheMaverick

2Mon

@Memo0606 it’s a good entry price

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Deleted User

2Mon

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TheMaverick@TheMaverick

2Mon

@Memo0606 $S $MNDY

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Deleted User

2Mon

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TheMaverick@TheMaverick

2Mon

@Memo0606 the quarter was really good: high double digit revenue Growth, fcf positive, 90% gross margin, all time high of annual recurring revenue, they literally have no debt, net dolar retention rate of 112%

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Walter@Dont_be_greedy

2Mon

How do you see the more than twice as large and more stable competitor RELX $REL in comparison? Or why do you go to the smaller $WKL?

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André@Lausbub89

2Mon

@Dont_be_greedy The only thing that bothers me is that the valuation is too high. $WKL is currently valued more favorably, but both are on a par.

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Kai@Dividenden-Sammler

2Mon

Didn't you want to go for value and had sold Rio Tinto for it?

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André@Lausbub89

2Mon

@Dividenden-Sammler then perhaps our definition of value stocks is different.

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SunriseRanger@SunriseRanger

2Mon

Have you already bought more?

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Deleted User

2Mon

Comment was deleted

Mau@ProMau

2Mon

@Memo0606 well, if you look at their website, they're actually quite good at the AI game. Apart from the fact that "normal" AIs are not allowed to make a binding tax statement.
Whereby, of course, a (small) part could be omitted for standardized questions, that's right

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