3Settimana·

Update Portfolio TR August

André · 2025-08-11T07:24:53.437100Z

After the sale of $RIO I have now bought a first tranche $WKL bought. I will continue to top up below €110.

After the sale of $RIO (+2,13%) I have now bought a first tranche $WKL (-0,32%) bought. I will continue to top up below €110.

11.08

Wolters Kluwer

Acquistato x15 a 119,72 €

1795,75 €

26 Commenti

Sansebastian@Sansebastian

3Settimana

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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Visualizza tutti 9 ulteriori risposte

TheMaverick@TheMaverick

3Settimana

@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

3Settimana

@TheMaverick so you think $WKL is at risk because of AI

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TheMaverick@TheMaverick

3Settimana

@Memo0606 No, I don’t think so

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Memo0606@Memo0606

3Settimana

@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

3Settimana

@Memo0606 it’s a good entry price

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Memo0606@Memo0606

3Settimana

@TheMaverick which stocks also do you think are gooood opportunities now to buy? from your point of view

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TheMaverick@TheMaverick

3Settimana

@Memo0606 $S $MNDY

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Memo0606@Memo0606

3Settimana

@TheMaverick why monday?

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TheMaverick@TheMaverick

3Settimana

@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

3Settimana

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

3Settimana

@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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