14 May, 08:33LatestWolters Kluwer may be a massive opportunity, with a huge margin of safety assuming 8% annual free-cash-flow growth and a terminal P/E of about 15. x.com WKL.AS
peonyEquity Investor & Researcher16 JunWLYWiley's sell-off is a gift: it is one of the most promising AI data players, trading under 2x sales while projecting 27% growth, yet the market dumped it on one flat quarter. Peer-reviewed journals carry some of the highest per-token value of any data, which should rise dramatically in a few years, so taking on leverage to acquire content is welcome. @Heady_Creek counters that the core business is declining and AI growth comes from acquisitions like Emerald. x.com x.com Ask Alva0
