$Adobe (ADBE.US)$ omg this is the end of adobe! pootpoot gon...
$Adobe (ADBE.US)$ omg this is the end of adobe! pootpoot gonna become poorpoor. let me share my overview on why im taking adobe in my long term portfolio. (not financial advice, do your own due diligence).
1. Financials (yep, im gonna be called accountant again)
for me as a investor/share holder. im only result bias. all i see is increasing revenue, FCF & net income. and its particularly much higher this year.
2. Profitability Ratios
those who are familiar should know that this values are way above average performance of a company.
3. Valuation
with a PE of approximately 21 (lowest since past 10 years), forward pe of approximate 20(should be below 20 but I will use this year as a gauge) for me the valuation is getting really very attractive for me to start accumulation
with a PE of approximately 21 (lowest since past 10 years), forward pe of approximate 20(should be below 20 but I will use this year as a gauge) for me the valuation is getting really very attractive for me to start accumulation
DCF model would be very ideal based on the current financial metrics. with a humble projected growth of just 10% over next 5 years, its approximately 40% below value.
with huge drop over year in terms of market cap, the EPS are definitely getting more and more attractive in terms of a shareholder/investor pov. (FYI its 16 this year fgs)
if u have read thru the latest financial earnings in terms of their increasing performance, i would strongly think u will have a different view in terms of other competitors. market is huge, no one size fits all. adobe moat still remains solid.
4. Chart
weekly.
previous low during 2022 bear market, it was retested a total of 4 times. (weeky).
current priceaction. (honestly i wont be surprised if this retests the low again.) whether it will break the weekly chart i do not know, but to me it would be an amazing opportunity for me to double/triple my position size.
why are the share prices dropping??
that is why its not easy because stock market are always full of manipulation. with patience one will eventually reap your reward. i believe everyone here should have felt this same frustration across different tickers. and the answer is really just patience.
that is why its not easy because stock market are always full of manipulation. with patience one will eventually reap your reward. i believe everyone here should have felt this same frustration across different tickers. and the answer is really just patience.
Disclaimer
this is totally not financial advice and in this community u should and always do your own due diligence. above is just my personal point of view just like all regular traders out there. it simply just met my criteras.
this is totally not financial advice and in this community u should and always do your own due diligence. above is just my personal point of view just like all regular traders out there. it simply just met my criteras.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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71236683 : Never go against the trend.
pootpoot OP 71236683 : i need the bears to work extra harder or i cant add positions
臭猫的理财账户 :
You are here as well.
Wen0231 pootpoot OP : Although I do not agree with your view, Adobe has indeed not performed poorly enough to warrant a continuous decline. SaaS-related stocks have suffered significant losses over the past two weeks, and this market correction by capital is likely indicative of further strategic moves.
Adipose fin : look at figma vs adobe
pootpoot OP Adipose fin : not much data to look at. they are fairly new company with very little financial history to gauge. in terms of profitability, it just started to be positive only lately. margins are too tiny (based on current quarter).
Jojo8899 : great sharing
103517863 : @pootpoot thanks for sharing
StonkStonk9898 : Well analyzed
. However, I believe that a low valuation should not be the rationale for purchasing a company but rather its future growth or potential medium- to long-term catalysts. I personally hold derivative investment products of Adobe and am optimistic about its future AI monetization capabilities in the mid to long term, especially given their recent upward revision of guidance.
StonkStonk9898 Adipose fin : Figma is quite difficult to surpass Adobe merely in terms of its ecosystem.
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