An 80%+ market share, A+ credit rating, double-digit growth, a massive moat. In other words, it is a brilliant business. Yet, its business is threatened by the rise of AI...
Great thought process and detail went into your thesis for Adobe. Definitely like your style of presenting your thoughts too. As a fellow writer in the same niche, I’m happy I get to learn from yourself. After quitting my job 8 months ago to invest full time (going into my 10th year of investing)- I’m always trying to look for different angles to keep the blades sharp and learning. Accumulation of experiences from writers like yourself is great! Keep the great work!
Great thought process and detail went into your thesis for Adobe. Definitely like your style of presenting your thoughts too. As a fellow writer in the same niche, I’m happy I get to learn from yourself. After quitting my job 8 months ago to invest full time (going into my 10th year of investing)- I’m always trying to look for different angles to keep the blades sharp and learning. Accumulation of experiences from writers like yourself is great! Keep the great work!
I appreciate the kind words! Good luck on your own writing as well.