u/Lost_Masterpiece_264 ·
Reddit — r/ValueInvesting
· March 02, 2026 at 15:27
· ⬆ 27 pts
· 💬 44 comments
| View on Reddit ↗
AI Summary
Summary
The author, u/Lost_Masterpiece_264, is seeking advice on their Adobe (ADBE) position, which is down 44% since they purchased it in December 2024.
The author's initial thesis for buying ADBE is not stated; their current dilemma is driven by emotional factors like loss aversion and hope for a rebound, rather than a re-evaluation of the company's fundamentals.
Quality assessment: This is noise. The post is a personal plea for advice driven by price action and negative sentiment, not a research-based investment thesis. The author admits they are out of their depth and will be selling to move into ETFs.
Score27
Comments44
Upvote %85%
▶ Full Post Text
As the title suggests, I bought Adobe in December 2024. Obviously, since then it has done nothing but go down. It currently accounts for less than 2% of my total portfolio, but damn I’m 44% down on it. I’ve been holding back from dumping it because there’s a small part of me that hopes it’ll come back. But every week, it seems sentiment just gets worse and worse. I’m now considering just finally cutting my losses and putting into VTV… something I probably should’ve done months ago. I guess I’m looking for advice. If you were me would you just continue to hold? Or should I dump it and try to recoup my losses in a safer position?
Edit: Everyone thank you very very much for all of your insight!! I am going to sell, and likely won’t be back to this sub as I’ve realized I’m not in the right place! I’m just a 24 y/o who came into some money after my grandma passed. Just trying to turn it into something bigger, and at the time, I thought adbe was a good buy. I’m going to stick to ETF’s for now until I’ve got more skin on my back to buy individual stocks. But a lot of your comments about the thesis and the true theory of investing have made me realize I’m out of my league in this sub. I’m not just some random redditor trying to shit post about adbe, I want to be a value investor. I truly am trying to make good decisions with this money and I really appreciate everyone’s feedback, especially those who just plainly said stop digging and gtfo! A future goal of mine will be to engage with and more deeply understand the dialogue started in my comments. Cheers and thank you again for everyone who took the time to give me advice.
The author is down 44% on their ADBE position, purchased in December 2024, and sentiment continues to worsen. The significant loss and lack of a clear investment thesis have eroded the author's confidence, leading them to conclude they should cut their losses. The author has decided to sell their ADBE shares due to the steep decline and their realization that they lack the conviction and expertise to hold an individual stock through such volatility. The primary risk is selling at a potential bottom if the negative sentiment is overblown and the company's fundamentals recover, leading to a price rebound.
The author is selling their individual stock position (ADBE) after a significant loss and a realization that they are not equipped for individual stock picking. They are seeking a "safer position" and have decided to "stick to ETF's for now." They explicitly mention putting the proceeds into VTV (Vanguard Value ETF). The author is reallocating capital from a high-conviction, high-risk individual stock to a diversified, lower-risk value-oriented ETF, which aligns with their new, more conservative strategy. The value factor (as represented by VTV) could underperform the broader market or growth stocks. General market risk (a downturn in the S&P 500) would also negatively impact VTV.
This Reddit post, published March 02, 2026,
features u/Lost_Masterpiece_264
discussing ADBE, VTV.
2 trade ideas extracted by AI with direction and confidence scoring.