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u/PmMeYourCabbages

2 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d2200%+0.6%+0.6%
1w2200%+6.4%+6.4%
1m000———
3m000———
6m000———
1y000———

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

Thesis history

$ADSKr/ValueInvestingDiscussionbearish
u/PmMeYourCabbages · 7d ago1 prior · awaiting results

I think AI could eventually destroy the terminal value of Adobe, Autodesk, and other design software

AI-assisted reverse engineering and free open-source alternatives will eventually erode Autodesk's ability to maintain pricing power and sustain high terminal value assumptions. Long-term cash flow sustainability is at risk despite near-term customer retention.

At post $239.90Now $252.20+5.1% since postedas of Oct 23, 4:45 PM ET
1d—
3d+0.3%
1w+5.1%
1m—
3m—
6m—
1y—
original post →
$ADBEr/ValueInvestingDiscussionbearish
u/PmMeYourCabbages · 7d ago1 prior · awaiting results

I think AI could eventually destroy the terminal value of Adobe, Autodesk, and other design software

AI-assisted reverse engineering and free open-source alternatives will eventually erode Adobe's ability to maintain pricing power and sustain high terminal value assumptions. Long-term cash flow sustainability is at risk despite near-term customer retention.

At post $245.20Now $263.82+7.6% since postedas of Oct 23, 4:45 PM ET
1d—
3d+0.8%
1w+7.6%
1m—
3m—
6m—
1y—
original post →

End of results.