u/Heavy_Discussion3518

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	0	0	0	—	—	—
3d	2	2	2	100%	-1.4%	-1.4%
1w	2	2	2	100%	-5.6%	-5.6%
1m	2	2	2	100%	-20.7%	-20.7%
3m	2	2	2	100%	-20.8%	-20.8%
6m	2	2	2	100%	-30.8%	-30.8%
1y	0	0	0	—	—	—

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$CRMr/ValueInvestingDiscussionbearish

u/Heavy_Discussion3518 · 273d ago1 prior · 100% at 3mo

Why Adobe, Salesforce, and SaaS in general are just beginning their decline

Salesforce faces erosion of its competitive moat via death by a thousand cuts from small competitors as AI-driven software development reduces engineering differentiation. The company's success increasingly depends on service value rather than platform quality, a transition that may prove difficult.

At post $227.84Now $248.57+9.1% since postedas of Oct 23, 4:45 PM ET

1d—

3d-0.4%

1w-7.5%

1m-22.3%

3m-22.1%

6m-31.2%

1y—

original post →

$ADBEr/ValueInvestingDiscussionbearish

u/Heavy_Discussion3518 · 273d ago1 prior · 100% at 3mo

Why Adobe, Salesforce, and SaaS in general are just beginning their decline

Adobe's competitive moat is eroding as AI tooling commoditizes software development. As software becomes cheaper and easier to build, competitors will proliferate and undercut Adobe's premium positioning unless the company can shift value to exceptional service delivery rather than platform engineering.

At post $304.72Now $263.82-13.4% since postedas of Oct 23, 4:45 PM ET

1d—

3d-2.4%

1w-3.8%

1m-19.0%

3m-19.5%

6m-30.4%

1y—

original post →

End of results.