@SamMeciar@DivesTech Well that segment of Adobe is growing slower than DOCU, and also nobody has ever heard of the Document Cloud. Its big and only push was it integrates with Microsoft, but DOCU is integrating now as well.
@JasonDanheiser@garyblack00@TSLAFanMtl 2/2 the data is just in odd form, translation error? Just need common size translation. I understand youโre saying they will continue to decrease price as production costs decrease as youโre looking at forward production costs and backward pricing but this chart is just not it.
@JasonDanheiser@garyblack00@TSLAFanMtl 1/2 Whatโs the backup data here? Itโs not a very reasonable chart to make an educated opinion. Itโs saying in the US the labor, materials and D&A make up 100% of a US made vehicle but only 63.9% of a China vehicle. Therefore, thereโs 36.1% of China production cost missing? ....
@hikingskiing Look up Unified ID 2.0, theyโre a leader of optimizing a cookie-less future in as tech where TAM is accelerating post COVID. Not just ramping their own earnings but progressing the business. Not to mention who doesnโt love 48% annual revenue growth and no debt.
@hikingskiing Jeff Green is a visionary in as technology outside of the walled gardens (FB, GOOG, AMZN), founded a DSP which he sold to Microsoft and then left to start a more open platform vision for future tech. Theyโve surpassed all earnings estimates every quarter since IPO...