Everyone is screaming "Sell!" 📉 Wall Street thinks AI is a death sentence for $ADBE. Analysts are cutting ratings, and the stock is bleeding. I am going against the consensus. Here is why I am buying while others panic, and why AI is an accelerant, not an executioner. 👇
Wall Street sees a "value trap." I see a monopoly on sale. It is a rare chance to buy a wide-moat business at a discount. I break down the full valuation, risks, and thesis in my new deep dive. Read it here: 👇
How do I feel about the Trump and China news?
Peter Lynch said it best: focus on quality companies, that's it.
“If you spend 14 minutes a year on economics, you just wasted 12 minutes. Nobody can predict the economy.”