u/worldwidetalk

2 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	2	2	2	100%	+4.1%	+4.1%
3d	2	2	2	100%	+4.3%	+4.3%
1w	2	2	2	100%	+8.4%	+8.4%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$INTUr/ValueInvestingDiscussionbullish

u/worldwidetalk · 9d ago1 prior · awaiting results

Everyone Predicts AI Will Kill QuickBooks. Who's Going to Replace It?

Intuit's QuickBooks dominates small business accounting due to network effects, high switching costs, and ecosystem embeddedness that AI cannot disrupt. With 80% market share, strong margins, ongoing cloud migration, and Enterprise Suite expansion to retain growing customers, the stock is undervalued despite market fears of AI cannibalization.

At post $310.44Now $343.39+10.6% since postedas of Oct 23, 4:45 PM ET

1d+6.4%

3d+4.7%

1w+8.1%

1m—

3m—

6m—

1y—

original post →

$ADBEr/ValueInvestingDiscussionbullish

u/worldwidetalk · 10d ago1 prior · awaiting results

Try Recreating the Same Logo Twice With AI. Then Tell Me Adobe Is Dead.

Adobe's moat remains strong despite AI disruption due to high switching costs, ecosystem lock-in (hundreds of terabytes of existing files), steep learning curves for professionals, and the reality that production-ready, consistent brand assets still require professional software rather than AI-generated images. Recent AI-branded competitors lack the functionality, support, and dedication to displace Adobe.

At post $236.28Now $263.82+11.7% since postedas of Oct 23, 4:45 PM ET

1d+1.9%

3d+3.8%

1w+8.7%

1m—

3m—

6m—

1y—

original post →

End of results.