u/Hefty-Steak6994

1 thesis · first seen Oct 23, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-2.5%-2.5%
3d000———
1w000———
1m000———
3m000———
6m000———
1y000———

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

Thesis history

$ADBEr/ValueInvestingStock Analysisbullish
u/Hefty-Steak6994 · 28h agono track record yet
Long ADBE

Adobe Conditional Long at $230 per share as of Sept. 29th

Adobe is attractively priced at $230 with strong professional moats in creative workflows and subscriptions that should largely survive AI disruption. The market has overpriced long-term pessimism; while AI may reduce seats and margins, the switching costs of embedded teams and processes provide a reasonable margin of safety at a 7.9% owner's earnings yield.

At post $270.55Now $263.82-2.5% since postedas of Oct 23, 4:45 PM ET
1d-2.5%
3d—
1w—
1m—
3m—
6m—
1y—
original post →

End of results.