Insider Stocks · For members
An entry from my investing journal, for members.
Despite the noise surrounding Adobe—from the abandoned Figma acquisition and AI disruption concerns to a recent lawsuit from the US government accusing Adobe of 'trapping subscribers'—the company continues to thrive. Adobe not only exceeded market expectations but also raised its annual targets, showcasing its robust operational performance. Adobe's Performance in Q2 2024 In Q2 2024, […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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