u/Street-Broccoli-968

Reddit r/ValueInvesting
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
ADBE short -4.6%
Most Mentioned
ADBE ×1
Recent Calls
ADBE short 1 month ago
Win Rate 0% Long 0 Short 1
Win Rate
7d 0%
30d 100%
90d —
Average Return -4.6% Long Return - Short Return -4.6%
Average Return
7d -3.5%
30d +2.0%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
ADBE Adobe Inc. Adobe Inc.
Short
Apr 25
$245.36
-4.6%
CFO sold 331k shares day before $25B buyback announcement; CEO owns only 0.11% with $51M comp; no insider buying at 30% YTD low. Insider actions signal lack of confidence in near-term value, and the stalled CEO search suggests internal dysfunction—creating downside risk if no activist intervenes. Short Adobe as management appears to be burning cash on buybacks while insiders exit, pointing to further price erosion. An activist filing a 13D could catalyze a turnaround; strong product moat (Creative Cloud) may support valuation; market rotation could lift tech.
CFO sold 331k shares day before $25B buyback announcement; CEO owns only 0.11% with $51M comp; no insider buying at 30% YTD low. Insider actions signal lack of confidence in near-term value, and the stalled CEO search suggests internal dysfunction—creating downside risk if no activist intervenes. Short Adobe as management appears to be burning cash on buybacks while insiders exit, pointing to further price erosion. An activist filing a 13D could catalyze a turnaround; strong product moat (Creative Cloud) may support valuation; market rotation could lift tech.
AI/Semi
REDDIT
Showing 1 of 1 picks · sorted by mentions