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 🫠
As things have become a little more uncomfortable on the stock market recently, I'm wondering where there are now good opportunities to invest money in good, profitable companies.
Slowly again, please: You find the 12 stocks fundamentally attractive and they are worth considering for an investment, yes? But you need a (further) dip of at least around 10% for each stock, right?
Is there such a thing as an investment case for you or is it based on chart technology/ turnaround forecasts?
I took a position this week at $WKL. At these prices attractive for both dividends and potential share price gains! I don't think Wolters Kluwer's business model is going down because of AI. This is mainly because they do not sell "information" but provide professional decision support.
Their products are used in legal, tax, medical and critical situations, where mistakes have direct consequences. Generic AI can help explain or summarize, but really offers no guarantees. That's why I think $WKL 's business model stands up and the stock has been punished too harshly.
I am still undecided about the potential increase in $UBER (+0,99%) , $NU (+1,09%) , $ZTS (+1,27%) and $TTD (+0,14%) - and would be happy to hear a few opinions! I feel Nu and Uber are the most likely at the moment - although Waymo is accelerating well.
