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Raw signal, scraped and timestamped.

Source material behind every call on the tape.

REDDIT

Is CRM a value trap, or a buy

zolo_blackreddit / Jul 13, 2026 · 14:35 / CRM SELL

Everyone keeps asking why **Salesforce keeps dropping**. Almost nobody asks **why it was so high to begin with**. On paper it looks cheap: strong revenue growth, a PE below its historical average, the classic "**great company at a good price**." …

REDDIT

Adobe bear case straw-man and response: ARR deceleration (10 consecutive quarters), Chegg/BlackBerry parallel, executive churn vs. deferred revenue acceleration, USASpending.gov contract data, and a one-third casual user stress test. Looking for pushback on the ARR trend specifically.

JoeInORreddit / Jul 13, 2026 · 14:33 / ADBE BUY

The bear case that I think has the most analytical teeth isn't the Chegg comparison or the executive churn. It's this: organic ARR growth has decelerated for ten consecutive quarters, from 10.9% to 10.5%. That's a sustained directional trend that …

REDDIT

Adobe is down 40% from its highs while generating $8.25B in true annual FCF with 10% topline growth. I think it died of a theory, not an actual threat. Here's the data including deferred revenue, government contract data from USASpending.gov, and a bear case.

JoeInORreddit / Jul 13, 2026 · 14:31 / ADBE BUY

I own ADBE at about 14% of my portfolio, so I have skin in the game and a reason to be honest about where the bear case has merit. The Confederate government supposedly died of a theory. Jefferson Davis was …

REDDIT

maybe Wilmac is also the test environment

BlueBearreyreddit / Jul 13, 2026 · 14:31

Wilmac is usually discussed as the copper-gold asset. That is still the cleanest way to categorize it. NovaRed has an option to earn 70% of Wilmac, a 16.1k hectare project in BC's Quesnel porphyry belt, about 10 km west of …

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