$ADBE

Opinion on Adobe changed radically; unwilling to bet on it due to rapid AI development potentially displacing its value proposition over a 10-year horizon.

BearishHe framed it in years
“The AI Frenzy in Markets, As Understood by Two Value Investors”
The Intrinsic Value PodcastPublished Oct 1 · 4 passages

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Those that have decreased Its value, with the exception of perhaps Adobe, we weren't We own it completely when She was retreating.

Adobe is one Companies we face It has the influence of intelligence artificial on Productivity directly.

For example, Adobe is One of those companies that We talk about it a lot. My opinion of her has changed. A little, a year ago Almost, my opinion has changed. In it, radically. no I want to compare Adobe With intelligence tools Current artificial And its current capabilities.

I want to think, is it I think this work It will be better within ten Years in light of my vision For the development of intelligence Artificial? It develops artificial intelligence Very quickly I don't think I I want to bet on it.

So, it is clear that Do not confront the influence of intelligence Artificial in the same way Adobe.

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The Intrinsic Value Podcast has 3 calls on this stock; only the adjacent ones are shown.

2026-10-01BearishThis one
Those that have decreased Its value, with the exception of perhaps Adobe, we weren't We own it completely when She was retreating.
2026-08-20
So basically what that means is we could say okay well let's put Adobe here between S and 80 right just as an example um that would mean okay in 10 or 20 years time we believe Adobe will be still existing and will be a stronger company than today
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