Jared Watson's avatar
$10.8m follower assets
Adobe Earnings
Tempted to start a position in $ADBE after that earnings drop. Anyone long or thinking about doing the same?
Yegor's avatar
What’s the reason for the drop? 🤔
Jared Watson's avatar
@from100kto1m lowered full year revenue guidance by $250mm
Joey Hirendernath's avatar
It's been on my watchlist for a while now and it's definitely looking attractive at these prices.
Joey Hirendernath's avatar
But I am still doing my DD
Jared Watson's avatar
Josh Kohn-Lindquist's avatar
I’m trying to build it up as a core holding this year.

Love how they dominate their creative niche and the optionality from the customer experience side of its business could be massive.

Financially, they’re incredible as well, just a matter of how much a company of its size can continue to grow - but I believe there still plenty of room to go.