u/RoryAtDMI

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 1 2 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
ADBE long -21.9%
Most Mentioned
ADBE ×2
Recent Calls
ADBE long 1 week ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
90d —
Average Return -21.9% Long Return -21.9% Short Return -
Average Return
7d -17.5%
30d —
90d —
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ADBE Adobe Inc. Adobe Inc.
Long
Jun 08
$250.00
-21.9%
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/Semi
REDDIT
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u/RoryAtDMI has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: ADBE.