1Sem.·

Wolters Kluwer

Hello everyone,

$WKL (+2,3 %) is being punished quite a bit. I have now done some reading and watched YouTube videos. My first tranche is down approx. -30%. I have a limit buy order at €92 and am quite confident that the share will come back.

What do you think of this share? I would be pleased to hear your opinions.

Best regards 🖖🏽

6 Commentaires

Tenbagger2024@Tenbagger2024

1Sem.

As with many software shares. There is uncertainty as to whether the software can be replaced by AI.
Especially with learning and tax software.
Just look at Duolingo

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Imvestment4Life@Investment4Life

1Sem.

@Tenbagger2024
Well, the tax/law firms were initially punished because the prospects were all lowered. Just like :
$TRI, $VERX.

They have now arrived at reality and the valuations now look very good.
The FCF of these companies is great, sales are growing, etc.
In addition, the tax software of all things can be leveraged very well with AI and will therefore lead to higher profits in the coming years.

In my opinion, the share prices of all three companies are currently bottoming out and are a great long-term investment. 😇
I buy all three after 🫡

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mco@mco

1Sem.

@Investment4Life Hmm where do you see a bottom at $WKL? 🤔 in the chart rather not

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Jens W.@Jenz17

1Sem.

My idea: AI is overestimated in the short term and underestimated in the long term. The market will realize that too much has been read into it and the sell-off is too strong. Stable profits will remain over the next few years and WK can develop bit by bit...I am and will remain invested!

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Nom@user28461

1Sem.

You have to have an idea of the company's future, otherwise you can't buy it. What kind of market share will AI steal from Wolters Kluwer? I can't imagine that, so I'm keeping my hands off it.

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Shell@Shell

I know the business. Working as CIO for a Dutch municipality that has products of them. They are losing clients fast because they offer knowledge products (law, tax, social, physical environment domains etc.) that are expensive and easily being replaced by much cheaper AI alternatives. At least on my watch in my organisation. Maybe being punished to hard, but with like 1% revenue growth (that was before AI threat!) and most share price gain because of multiple expansion and buybacks, i would stay far away. Won’t bounce back fast if i must guess

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