u/StockCompil · 13d ago4 prior · awaiting results
“Acatis added position; Marlborough European Special Situations opened new position”
5 fund managers on the stocks the market calls "AI losers" (Aug-Sep 2026 letters)
Wolters Kluwer's 70% decline is driven by AI disruption fears rather than operational issues. The company is converting AI into a competitive advantage with half its digital revenues already based on integrated AI solutions, while its proprietary data in medicine and law remains essential to customers.
At post $71.53Now $75.09+5.0% since postedas of Aug 24, 1:28 PM ET