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André
@Lausbub89
2Mes·

Update Portfolio TR August

11.08
Wolters Kluwer logo
Wolters Kluwer
Acquistato x15 a 119,72 €
1795,75 €
16
24 Commenti
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Sansebastian@Sansebastian
2Mes
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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Sansebastian@Sansebastian
2Mes
@Memo0606 but can also be as low as €114-115, because there is a lot of volume here.
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Sansebastian@Sansebastian
2Mes
@Memo0606 $WKL uses AI itself, so yes
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André@Lausbub89
2Mes
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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Sansebastian@Sansebastian
2Mes
@Memo0606 possible yes. I'm still waiting for the day to see if the gains are maintained
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TheMaverick@TheMaverick
2Mes
@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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TheMaverick@TheMaverick
2Mes
@Memo0606 No, I don’t think so
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TheMaverick@TheMaverick
2Mes
@Memo0606 it’s a good entry price
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TheMaverick@TheMaverick
2Mes
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TheMaverick@TheMaverick
2Mes
@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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Walter@Dont_be_greedy
2Mes
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
2Mes
@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
2Mes
Didn't you want to go for value and had sold Rio Tinto for it?
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André@Lausbub89
2Mes
@Dividenden-Sammler then perhaps our definition of value stocks is different.
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SunriseRanger@SunriseRanger
2Mes
Have you already bought more?
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Mau@ProMau
2Mes
@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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