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u/JlNxTonic

3 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$ADBEr/ValueInvestingDiscussionbullish
u/JlNxTonic · 224d ago2 prior · awaiting results
“have ADBE, although here im not yet ready to add more unless i see some positive signs this quarter”

The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities?

Software sector experiencing indiscriminate selling to multi-year lows and decade-low valuations. Author holds ADBE but remains cautious, waiting for positive quarterly results before adding more shares.

Now $257.76as of Sep 15, 4:00 PM ET
original post →
$CRMr/ValueInvestingDiscussionbullish
u/JlNxTonic · 224d ago2 prior · awaiting results
Long CRM

The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities?

Software sector experiencing indiscriminate selling to multi-year lows and decade-low valuations. Author sees this as a buying opportunity analogous to the 2007-2009 financial crisis and has purchased shares.

Now $255.70as of Sep 15, 4:00 PM ET
original post →
$NOWr/ValueInvestingDiscussionbullish
u/JlNxTonic · 224d ago2 prior · awaiting results
Long NOW

The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities?

Software sector experiencing indiscriminate selling to multi-year lows and decade-low valuations. Author sees this as a buying opportunity analogous to the 2007-2009 financial crisis and has purchased shares.

Now $141.86as of Sep 15, 4:01 PM ET
original post →

End of results.