Really enjoyed listening to
@invesquotes on the ChitChat Money podcast talking about
$ADBE.
They covered the company’s moats, valuation and also the Figma deal extensively. Very insightful.
Leandro’s focus on moats beyond technological moat for software companies really echoed what we are looking for these kind of companies.
Please find the link below. I strongly recommend that you take an hour to listen to this conversation.