2Lun·

Update Portfolio TR August

11.08
Wolters Kluwer logo
Compró 15 a 119,72 €
1795,75 €
16
26 Comentarios

Imagen de perfil
Unfortunately, it has just left the support zone to the downside. The next time the stock stabilizes, I'll add to it
3
Usuario eliminado
2Lun
Comentario eliminado
Imagen de perfil
@Memo0606 but can also be as low as €114-115, because there is a lot of volume here.
Usuario eliminado
2Lun
Comentario eliminado
Imagen de perfil
@Memo0606 $WKL uses AI itself, so yes
1
Imagen de perfil
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.
2
Usuario eliminado
2Lun
Comentario eliminado
Imagen de perfil
@Memo0606 possible yes. I'm still waiting for the day to see if the gains are maintained
Ver todas las 2 respuestas adicionales
Imagen de perfil
@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.
1
Usuario eliminado
2Lun
Comentario eliminado
Imagen de perfil
@Memo0606 No, I don’t think so
Usuario eliminado
2Lun
Comentario eliminado
Imagen de perfil
@Memo0606 it’s a good entry price
Usuario eliminado
2Lun
Comentario eliminado
Imagen de perfil
Usuario eliminado
2Lun
Comentario eliminado
Imagen de perfil
@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%
Imagen de perfil
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?
Imagen de perfil
@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.
2
Imagen de perfil
Didn't you want to go for value and had sold Rio Tinto for it?
Imagen de perfil
@Dividenden-Sammler then perhaps our definition of value stocks is different.
Have you already bought more?
Usuario eliminado
2Lun
Comentario eliminado
Imagen de perfil
@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
Únase a la conversación