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André
@Lausbub89
1Sem.·

Update Portfolio TR August

11.08
Wolters Kluwer logo
Wolters Kluwer
Acheté x15 à 119,72 €
1 795,75 €
17
25 Commentaires
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Sebastian J.@Sansebastian
1Sem.
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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Memo0606@Memo0606
1Sem.
@Sansebastian next station 106 to 110€
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Sebastian J.@Sansebastian
1Sem.
@Memo0606 but can also be as low as €114-115, because there is a lot of volume here.
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Memo0606@Memo0606
1Sem.
@Sansebastian I will buy more at the next setback
are you convinced of wolters in the long term with regard to AI etc.?
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Sebastian J.@Sansebastian
1Sem.
@Memo0606 $WKL uses AI itself, so yes
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André@Lausbub89
1Sem.
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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Memo0606@Memo0606
1J
@Sansebastian floor inside?
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Sebastian J.@Sansebastian
1J
@Memo0606 possible yes. I'm still waiting for the day to see if the gains are maintained
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Memo0606@Memo0606
1J
@Sansebastian but you find $8035 ni bz interesting, don't you? seems to be really cheap
I don't know what the chart says
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Memo0606@Memo0606
22H
@Sansebastian looks good think about buying more
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TheMaverick@TheMaverick
1Sem.
@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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Memo0606@Memo0606
1Sem.
@TheMaverick so you think $WKL is at risk because of AI
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TheMaverick@TheMaverick
1Sem.
@Memo0606 No, I don’t think so
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Memo0606@Memo0606
1Sem.
@TheMaverick ok my friend
i own $WKL and want to add more shares
i think it is a good opportunity
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TheMaverick@TheMaverick
1Sem.
@Memo0606 it’s a good entry price
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Memo0606@Memo0606
1Sem.
@TheMaverick which stocks also do you think are gooood opportunities now to buy? from your point of view
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TheMaverick@TheMaverick
1Sem.
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Memo0606@Memo0606
1Sem.
@TheMaverick why monday?
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TheMaverick@TheMaverick
1Sem.
@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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Memo0606@Memo0606
1Sem.
good decision
thinking about buying here too
only the concern that $WKL does not swim with KI had made me concerned
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Mau@ProMau
1Sem.
@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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Walter@Dont_be_greedy
1Sem.
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
1Sem.
@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
1Sem.
Didn't you want to go for value and had sold Rio Tinto for it?
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André@Lausbub89
1Sem.
@Dividenden-Sammler then perhaps our definition of value stocks is different.
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