ADBE and value investing

=== SUMMARY === - Author argues Adobe (ADBE) is a value investment because AI disruption fears are overblown, similar to Washington Post’s resilience during digitalization. - Believes downside is limited; AI will lower barriers for aspiring artists rather than kill Adobe’s user base; holds 217 shares at $202. - Post is speculative opinion with limited quantitative analysis, relying on a historical analogy and personal conviction. === SENTIMENT === BULLISH === TRADE IDEAS === ADBE - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: u/Flashy5961 Thesis: 1. THE FACT: The author owns 217 shares at $202 and argues AI disruption is overstated, citing the Washington Post case where fears of disruption created a buying opportunity. 2. THE BRIDGE: If AI fears are indeed exaggerated, ADBE’s current discount (down ~50% from highs per comments) offers a margin of safety for value investors. 3. THE VERDICT: Long Adobe on the bet that AI will complement, not destroy, its creative software ecosystem, and that low expectations limit further downside. 4. RISKS: Enterprise customer dissatisfaction (poor product/service, inertia only temporary) could accelerate churn to alternatives; Adobe’s own AI products may cannibalize subscription revenue; broader tech selloff continues. Timeframe: medium-term to long-term Key Points: - AI disruption fear creating value entry point - Historical parallel to Washington Post mispricing - Personal position size indicates conviction - Product/service quality criticized in community - Market cap still $150B+; not distressed === COMMENTS SUMMARY === Top comments are largely bearish: one mocks the sub’s past picks (PayPal, Lulu, Adobe, Trade Desk) all down ~50% in the past year; another questions whether the author has used Adobe in enterprise—calling it a “blockbuster video” with terrible support and only inertia protecting it. A third notes Adobe already has AI products, and one self-identified bagholder hopes the bullish thesis works. These provi