4D·

Your views on the company Adobe

I have $ADBE (+1,05%) shares in my portfolio, and the company is currently trading at a discount. I’d like to know your opinion — why isn’t this company attractive to you?

Maybe you don’t like the declining revenues or the fast-growing competitors?


• Strong brand and ecosystem (Photoshop, Premiere, Illustrator, Acrobat, etc.)

• Shift to subscription model created stable cash flow

• Actively integrating AI (Firefly, etc.)

• Gross margin ~87%, operating margin >30%

• Not dependent on raw materials, logistics, or cyclical demand

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That's one of my few buy and hold positions, though not that large.
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