Look, I’m only going to say this once before the Feb 25th earnings report makes me look like a fucking genius. While you guys are busy losing your shirts on "AI-adjacent" trash that doesn't even have a revenue stream, Wolters Kluwer (WKL) is sitting in the corner at a 40% discount because the market is literally retarded.
Institutions are dumping this like it’s a burning building because they think "Agentic AI" is going to kill professional data services. It’s the same dumbass "Google is dead" trade from 2024. Listen to me: A neurosurgeon or a Big Law partner isn’t going to ask a free chatbot for advice that could cost them their license. They use WKL because they own the actual verified data. WKL isn't being disrupted; they just launched their own AI "Libra" across Europe and it’s basically a monopoly on legal accuracy.
The stock is trading at a P/E of 12. For a company that grows every year and is currently doing a massive share buyback? That’s fucking criminal. They’ve been buying back millions of shares this month alone at prices way higher than this. They are literally betting on themselves while the paper-handed boomers flee.
The best part? The options are priced for a funeral. Usually, when a stock craters 30% in a month, IV (Implied Volatility) goes through the roof and makes calls expensive. But because this is a "boring" Dutch stock, the IV is still dirt cheap. You’re getting a coiled spring for pennies. When they beat earnings on the 25th and tell the world that AI is actually *pumping* their margins, the IV crush is going to work in reverse and send these calls to the fucking moon.
I’m balls deep in shares and June calls. If this isn't back to €90 by the time I'm sunburned in July, I’ll tattoo the logo on my left nut. Buy the blood or stay poor.
**Positions:**
* 1,200 shares @ €61.20
* WKL 6/20 €75C
https://preview.redd.it/0pa5k0gb69kg1.png?width=735&format=png&auto=webp&s=cbc6450c1413fb50727d2345107fe2e82f671814