Calls
1
u/RoryAtDMI
Reddit r/ValueInvesting
Win Rate
100.0%
return
+3.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 08
$250.00
+3.0%
Adobe’s enterprise ETLA retention is 94-96%, gross margins approach 90%, and the business trades at a forward earnings yield of ~9%. If Adobe merely sustains its current Digital Media revenue, the valuation alone offers a margin of safety; embedded workflows and high switching costs further protect the moat. Adobe is a durable value compounder with pricing power that the market currently discounts, presenting a long opportunity for disciplined investors. Loss of the beginner/amateur market to simpler AI tools like Capcut could erode the future pipeline of professional users; AI-driven headcount reductions may reduce license demand over time.
Adobe’s enterprise ETLA retention is 94-96%, gross margins approach 90%, and the business trades at a forward earnings yield of ~9%. If Adobe merely sustains its current Digital Media revenue, the valuation alone offers a margin of safety; embedded workflows and high switching costs further protect the moat. Adobe is a durable value compounder with pricing power that the market currently discounts, presenting a long opportunity for disciplined investors. Loss of the beginner/amateur market to simpler AI tools like Capcut could erode the future pipeline of professional users; AI-driven headcount reductions may reduce license demand over time.
AI Software
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u/RoryAtDMI has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: ADBE, AUTO.
