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Tom
@Tomtom12
3Sem.·

Wolters Kluwer

11
19 Commentaires
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Beleggen M.@BeleggenmetDave
3Sem.
For real...
Thought at first for an entry around 75 euros.
But at this rate....
I truly believe that in the long run $WKL 's business model needs to be shaken up, but the moat they have will remain for the next 5-10 years.
I really don't see hospitals/lawyers requesting unverified information from our friends at chat gpt anytime soon 🫠
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He-Man D.@He-Man
3Sem.
$DSY has probably reported figures. I guess that's dragging the entire software sector down again...
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Tom@Tomtom12
3Sem.
@He-Man bitter
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fund_navigator_elshq@fund_navigator_elshq
3Sem.
It simply MUST be the case that AI is destroying all software business models!!!111
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Michey777@Michey777
3Sem.
Bought a few shares today at EUR 63. Let's see what happens.
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Keineui@Keineui
3Sem.
Both short candidates for me, but I can't find any reasonable bills...
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Tom@Tomtom12
3Sem.
@Keineui I don't think so at all. Wkl is a quality company and the undervaluation due to Ki Angst is completely out of place
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Olli@Olli68
3Sem.
@Tomtom12 I actually see it differently. I actually see AI as a threat to their business model as it currently stands. Wolters Kluwer is the prime example of a software and database provider with a subscription model.
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Tom@Tomtom12
3Sem.
No, no, no. The thesis "AI is destroying Wolters Kluwer" is exaggerated and wrong because:
Wolters Kluwer is actively using AI, not ignoring it.
AI improves the products instead of replacing them.
The company is financially stable.
Customers pay for expertise + data that AI alone cannot replace.
Analysts continue to rate the company positively, not as a total failure.
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Olli@Olli68
3Sem.
@Tomtom12 There's no point in stamping your foot and insisting that you're smarter than the market. 🙄
All software providers that have subscription models will face challenges. Software databases like Wolters Kluwer's will no longer be ordered per workstation in the next few years, but they will subscribe to the database once and develop their own AI agent that accesses the database and prepares it accordingly for each application.
I attended an event a few days ago that dealt with exactly these kinds of topics, what the world of work with AI will look like in 3-5 years.
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Tom@Tomtom12
3Sem.
@Olli68 "The idea sounds disruptive at first - but if it were that simple, large law firms, hospitals and tax groups would have implemented the model long ago.
Wolters Kluwer is not selling a PDF database, but verified, liability-proof content with clear license and compliance structures. A 'subscribe once and distribute everything internally via AI' approach is likely to quickly reach its contractual and regulatory limits.
I see an adjustment to the pricing models rather than the abolition of the business."
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Olli@Olli68
3Sem.
@Tomtom12 I wasn't talking about abolition. But there will be changes and challenges.
And the market is usually right.
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Wout@HooiFork
3Sem.
I had to also buy again at 63. This dividend yield won't go away any time soon. And I mean how low can this go. Im catching this falling knife from 90 with both hands but no selling D:
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SunriseRanger@SunriseRanger
3Sem.
Today + 7 percent if it holds then we will slowly get the countermovement 🤙
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Tom@Tomtom12
3Sem.
@SunriseRanger hopefully. Am well under water
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SunriseRanger@SunriseRanger
3Sem.
@Tomtom12 Then be happy that you can continue to buy such a quality stock at a low price 🤙
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Tom@Tomtom12
3Sem.
@SunriseRanger Absolutely. I do too. But positions are more than full. Now wait and see
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Sven@Nevs1848
3Sem.
Business model for the ass, won't last much longer. The direction is already set.
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Tom@Tomtom12
3Sem.
@Nevs1848 Get to grips with the share. What you are doing here is not right.
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