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.

Sansebastian@Sansebastian

5G

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

5G

@Sansebastian next station 106 to 110€

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Sansebastian@Sansebastian

5G

@Memo0606 but can also be as low as €114-115, because there is a lot of volume here.

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Memo0606@Memo0606

5G

@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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Sansebastian@Sansebastian

5G

@Memo0606 $WKL uses AI itself, so yes

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André@Lausbub89

5G

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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TheMaverick@TheMaverick

4G

@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

3G

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

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TheMaverick@TheMaverick

3G

@Memo0606 No, I don’t think so

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Memo0606@Memo0606

3G

@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

3G

@Memo0606 it’s a good entry price

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Memo0606@Memo0606

3G

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

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TheMaverick@TheMaverick

3G

@Memo0606 $S $MNDY

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Memo0606@Memo0606

3G

@TheMaverick why monday?

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TheMaverick@TheMaverick

3G

@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

5G

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

5G

@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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