u/Flashy5961 ·
Reddit — r/ValueInvesting
· June 13, 2026 at 16:28
· ⬆ 17 pts
· 💬 123 comments
| View on Reddit ↗
AI Summary
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.
Score17
Comments123
Upvote %66%
▶ Full Post Text
Disclaimer: I'm a dumbass.
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I think most of the people worried about AI disruption are missing the point of value investing. Washington post was Buffets most famous case study because as the market were worried about digitalisation he believed that this disruption is not going to kill the stock. The market would never hand you a stock with an insane discount without ANY solid valid bear case. My bullish bet on adbe is that the downside is limited AND AI disruption fear is blown out of proportion.
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Artists would rather go homeless than use AI, the casual user and the barrier of entry of art was never ADBE user base. Noone learnt Photoshop for a one time picture of trump riding a dolphin, if anything AI would help ADBE lower the barrier of entry for those interested in becoming artists.
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Could I be wrong? Absolutely. But let's stop pretending that the bullish case doesn't factor in AI disruption. In fact, I'm grateful for it for such a great discount.
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Positions: 217 shares @202
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. If AI fears are indeed exaggerated, ADBE’s current discount (down ~50% from highs per comments) offers a margin of safety for value investors. Long Adobe on the bet that AI will complement, not destroy, its creative software ecosystem, and that low expectations limit further downside. 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.