Posts
ADBE - To cheap to ignore?
Before I get attacked as "Bag Holder", I'll preface this by saying I do not own a single share of ADBE, but I'm seriously considering after this most recent earnings and subsequent drop. ​ Bears will be quick to point out the threat of AI as making this company obsolete, …
Thoughts on $ADBE earnings?
Just listened to the whole earnings call and wanted to see what you guys think. I m particularly interested in this new strat where they are pushing freemium heavy. At the end of the call a lot of analysts were asking questions about it and they didnt seem on board …
Adobe is now flirting with single digit SBC adjusted FCF multiples
Earnings just dropped, and it was (mostly) more of the same from Adobe. Whether you think that's a good thing or a bad thing is basically a Rorschach test that shows where you stand on the "Adobe is/isn't getting disrupted" debate. ​ Revenues grew 13%, or roughly 8-9% if you …
Google question
With every company on the market, you can Google (haha) ""name" leadership" and a link to the company website with all their leadership listed will appear. With Google/Alphabet... crickets. You have to go to other sources for a look at their CEO CFO etc. ... A minor aspect of a …
What does the market know (and hate) about MSFT?
I'm just an ordinary person who invests in companies and never looks back. Well I have been looking at my MSFT holding and freaking out. What does the market know that is not being reported? Because I went looking for news and there is very little to see, and nothing …
Adobe executives leaving
Hey folks, Disappointed with ADBE’s inability to find the next CEO and their CFO also left now. This company can’t catch a break. Although earnings looked decent (for now) but nothing proving that AI won’t eat their lunch. Interested to know community thoughts here. I did some option trading (sold …
When does the lack of ROI on AI become a problem?
I own some tech stocks and I hope I’m wrong about this. I always figured the AI ROI story would turn negative at some point, I just didn’t think it would be this year. Now I do. **The ROI was always going to become a problem** The external data is …
Adobe Earnings
I removed the toxic post about adobe earnings but don't want to stop people discussing so go for it below.
Why is $TPL down ?
I sold a tiny bit while it was finally up a couple of dollars over what I had paid. I would have sold more... And then it crashed again