13 Comments

Love love love this format—and subscribing is one of the smartest investments of 2025!

Expand full comment

Thank you very much!

Expand full comment

What are the chances Adobe to buy Canva?

Expand full comment

Highly unlikely. It will never be approved by regulators, and Adobe knows this.

Expand full comment

Your writing is both informative and relatable. It’s clear you put a lot of thought into each piece, and it shows. I subbed

Expand full comment

Thank you very much for the kind words! I am glad to hear you find some value in my work.

Expand full comment

Thank you so much, i gave you a dm, i really need some help. Let's connect!!!

Expand full comment

Adobe looks great now.

Expand full comment

It does!

Expand full comment

Why is the picture saying “Bargain rarar” instead of “Bargain radar”?

Expand full comment

haha, that's a very good question. Rushed into the picture. It has been changed now. You can see AI isn't quite that reliable 🤣 (Adobe is)

Expand full comment

Wow, a really great post. Really straightforward, helpful and insightful. I like your thinking and analysis on all of these. And question - AMD's forward p/e is at 23x but yahoo puts its current, or 12-month trailing, at over 100. I'm guessing this is a dumb question, but why the discrepancy? Thanks for any help here.

Expand full comment

Thank you very much, Joel. I appreciate the kind words!

As for the Yahoo P/E, this is TTM, and AMD is rapidly recovering its earnings after a cyclical dip over the last two years. As a result, TTM earnings aren't great, leading to a very high P/E, which is not quite relevant. The focus should be on forward earnings.

Expand full comment