1D·

Subsequent purchase Wolters Kluwer

$WKL (+0,3 %)

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 Comentarios

jkb92@jkb92

I also bought more today. I agree with you.

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Tim Oosterhout@Tim00sterhout

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

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

@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

@Tomtom12 I think so too

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