Adobe had been
one of my strongest conviction companies. I’d traded most of my shares at a 34% gain in favor of a stronger opportunity. I left 1 share of Adobe, to act as ballast to volatility of other holdings (my balance is currently low in MooSquared, pending ACATS.) Last earnings was disappointing, but I still see positive catalysts moving forward. But if a more compelling opportunity presents itself, I may well trade up, and reallocate from Adobe.
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It’s a beautiful day!
Former scientist, enthusiastic reader and student of capital markets. LT/s-trade/options/crypto
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BelleWeatherOP : Never mind, revisited and I think Adobe is currently undervalued, so will hold.