Louie

Med student with an investing habit. I write occasionally.

[Louie @coogoe50830]

https://t.co/VE65xkzVOU

[Louie @coogoe50830]

@TheWiseIC @DamianL66720 im from Hong Kong and everyone uses thread, there is actually very little people who use X here, idk about other places but HK in particular thread is really popular

[Louie @coogoe50830]

Most valuation models assume unmet demand is bad.

Ferrari may be one of the rare exceptions.

It gets stronger every time it refuses to fully convert demand into revenue.

That’s what makes it so hard to value with a normal spreadsheet.

I wrote about the strange economics of scarcity, why Ferrari’s moat may partly live in the revenue it never earns, and why the real question isn’t “how many more cars can it sell?” but:

how much value does it preserve by not selling too many?

[https://t.co/aVwhkXC9s1]

[Louie @coogoe50830]

https://t.co/VE65xkzVOU

[Louie @coogoe50830]

https://t.co/oVwfOYSSSR

[Louie @coogoe50830]

https://t.co/VE65xkzVOU

[Louie @coogoe50830]

@arpit_bhushan_1 Agreed!
That’s why I think the real debate isn’t “does AI replace Adobe?”
It’s whether Adobe can convert workflow centrality into economics once output scales faster than seats.

[Louie @coogoe50830]

Everyone keeps asking whether AI will replace Adobe.

I think that’s the wrong question.

The real question is whether Adobe can stay central to creative and document workflows… while capturing less revenue per unit of work.
That’s not disruption.

It’s compression.

I wrote a full breakdown of:

- why PDF is still a real moat
- why Firefly’s legal safety matters
- why Canva is mostly the wrong bear case
- and why Adobe’s pricing model is the real debate in an AI world

[https://t.co/402BYGvt09]

[Louie @coogoe50830]

https://t.co/oVwfOYSSSR

[Louie @coogoe50830]

https://t.co/oVwfOYSSSR

[Louie @coogoe50830]

@patientinvestor 1