Wolters Kluwer (OTC: WOLTF ) is a Dutch software and professional services company. Wolters Kluwer has an excellent track record of growth, profitability, and return on capital. Due to the fears about disruption by artificial intelligence, the shares have declinedI focus on investment ideas about companies that pay a (healthy) dividend and have a clear potential for capital appreciation. I like to find good businesses which reward shareholders. The shares of the company should be for a temporary reason unde ...

Core Viewpoint - Wolters Kluwer is experiencing a decline in share price due to concerns over potential disruption from artificial intelligence, despite its strong track record in growth, profitability, and return on capital [1]. Company Overview - Wolters Kluwer is a Dutch software and professional services company known for its excellent growth and profitability metrics [1]. Investment Strategy - The focus is on identifying companies that offer healthy dividends and have clear potential for capital appreciation, particularly those that are temporarily undervalued compared to their fundamentals, peers, or historical levels [1]. - The investment strategy emphasizes finding businesses that reward shareholders through both dividends and capital appreciation, with a preference for companies that have foreseeable catalysts for growth [1].