U-N-C-E-R-T-A-I-N-T-Y is how conservative investors make the biggest gains. Whether it's a 'peak oil (is dead')/glut/pandemic' (XOM), hip-replacement scare (JNJ), "millenials don't eat McDs" (MCD), Nobody smokes anymore (BTI/PMI). Shit, I now have the safest 10% yield in XOM.
IDK why you're repeating the same wrong talking points. The whole software sector is down due to U-N-C-E-R-T-A-I-N-T-Y.
We all know that Adobe's creative suite isn't going anywhere anytime soon, but:
-Invertors future-vision is blocked by AI advancements.
-Even if SaaS isn't going anywhere, what about the possibility of margin compression?
-The opportunity cost is real.
We've had AI for 4 yrs, & ADBE's fundamentals haven't changed. How long had Blackberry lasted w/ the iPhone introduced in '07? As each qtr goes by, AI becomes less relavant to ADBE's story (in my mind).
Nobody (including you) has a crystal ball that tells the future. But after what, 3 years of AI hysteria, ADBE keeps growing & chugging along as if it were 2015. I think the mkt will revalue ADBE in the near future. Recent fundamentals/#'s do matter, & they look great!
@ariaradnia The market does not care about the past or the present. what matters is the risk inherent in the future cash flows 10 to 15 years from now. Can we really say that Adobe will have the same moat and market share it has today?
Does this look like a dying company to you?
60% market share
18%+ earnings growth
12% organic rev growth
Main AI product growing 75%
94%+ subscription retention rate
50+ standalone apps, 20 bundled together
50% of users work at enterprises with 10k+ employees
$ADBE -8%
Idiot leftists like the @splcenter noticing that racism is on the wane, so they fund & amplify racism to rip our country apart. I hope everyone at the SPLC gets herpes, ass and ball cancer.
@ASavageNation You are absolutely correct. This generation is full of sociopaths. I suspect it's the Democrat party telling them they are victims for the past 20 years that has finally metastasized.
You aren't allowed to say that CA elections are 'clean' when Raman overtook Spencer Platt with fake 'after hour mail-in' ballots. She didn't even win her district.
When you say 'compete', are we talking long-term investing, or trading? If the latter, that's called gambling for 95% of retail investors. If you are in the 5%?, Congrats and hat-tip from me. I don't have the time to successfully learn how to day-trade.
@fred_pope That’s the point. In large caps there are so many other smart competitors, specialists with specific edges. That is just something you can avoid by looking for inefficiencies in tiny markets.
@peachesinPA@MrsButters BS! He fought the allegations and came to a settlement with the DOJ in 1975. History has since proven that Trump is a huge racist POS and it’s on records.
This is something he won’t be able to fight successfully this time.
Inflation jumped to 4.2% this month.
Don the Con just said help especially inflation and literally had to stop himself from saying, "because my buddies and I get richer."
Stumping for a masturbating nazi? Oy, that's a bad look. 18 years he had that tattoo, & not just a swastika; A death camp squad tattoo. That's like a nazi's nazi tatoo. Susan's closet? Jaywalking? Late tax return? GTFOH.
Former Mainer here. Yeah, he’s way better. Best candidate Maine has seen in decades. Does he have baggage. Yes. But you should see Susan Collin’s closet.
This irish catholic says you can't expect ANY nation to give up it's soveriegnty, even if a pope asks 'pretty please'. Bring down the Vatican walls & take in these immigrants, & fix your "Do as I say, not as I do" problem.
The drama of migration must serve as an appeal to the conscience of the nations of origin of the migrants, which must establish conditions for peace, justice and development. It is also an appeal to the conscience of the transit nations, which are called to protect the vulnerable and not leave them in the hands of criminal networks. It is likewise an appeal to the conscience of Europe, which cannot claim to uphold human dignity while growing accustomed to the Mediterranean and the Atlantic becoming unmarked graves, as well as that of the international community, which is called to effective and persevering cooperation. #ApostolicJourney https://t.co/3YfdiJYiGg
Sweden is currently doing this. They created new laws, that if: you can't speak the language, can't earn x amount of $$, if you continue to live off of state benefits, you're gone. Sweden is tired of all of the rapey, stabby IMPORTS. They can stay, IF THEY FOLLOW THE NEW LAWS.
Iain Dale left stunned by calm caller on LBC
A composed caller named Mike told Iain Dale on LBC that Britain “will remain almost ungovernable until we have mass deportations”.
The exchange was striking because the caller spoke in measured tones, clearly articulating a view held by millions of people across the country. Yet Iain struggled to process it, repeatedly falling back on “you can’t do that”.
Mike highlighted the obvious disconnect: the British public have consistently voted for lower immigration, only for politicians to deliver record levels instead.
“There’s a massive disconnect between the political class and the people of this country,” he said. “We never gave any consent to this and there’s certainly no mandate for the scale of immigration we’ve seen.”
When Iain pushed back, saying you can’t deport people here perfectly legally, the caller was unflinching:
Caller: “You mean end indefinite leave to remain?”
Iain: “You can do that for future people but you can’t do that for people who have already got it. That would be outrageous.”
Caller: “Yeah you can. Of course you can.”
Iain: “From a fairness point of view, you can’t suddenly tell people who’ve got a perfect legal right to be here that we’re changing the rules now…”
Caller: “You can, Iain.”
Iain: “Well you can do that but is that really the kind of country you want to live in?”
Caller: “Yes!”
Iain continued to argue that you can’t “take it out on perfectly legal, law-abiding people”, clearly unable to grasp how widespread this frustration has become.
The public didn’t always feel this way. Years of politicians ignoring the public on immigration have shifted attitudes dramatically. As the caller made clear, people never voted for this transformation and the consequences of fixing it now rest with those who created the problem.
Well worth a listen. The gap between Westminster and the rest of the country has rarely been clearer.