The YouTuber views Wolters Kluwer as a quality stock that has recently pulled back, offering an attractive entry point below 100 euros. Despite headwinds from a weaker US dollar, the company confirmed its 2025 outlook, maintains broad-based growth across segments, and has a high percentage of recurring subscription revenue. The YouTuber has added to his position and sees it as a long-term investment with an expected annual return of around 15%.
“Als KI Verlierer sehe ich WTS Clu nicht eher als KI Gewinner, die ihre Produkte mit KI entsprechend ausstatten, aber dass eine KI all diese ähm digitale Fachliteratur und Fachkompetenz quasi ersetzen kann, einfach so das sehe ich nicht.” — ▶ 21:00