How The Intrinsic Value Podcast’s view on $ADBE changed

2026-10-01Bearish
“The AI Frenzy in Markets, As Understood by Two Value Investors”
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.

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.

2026-08-20
“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
Adobe is a strong short-term buy (A-tier) due to entrenched agency usage, but faces long-term uncertainty (B/C-tier) from AI competition and business model shifts.

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

and then we also have a value today tier list where simultaneously to some extent we'll discuss the same companies but with the premise of saying well do we believe Adobe will be a good company in the next I would say Sean give me your thoughts but I would say like one to four years.

2026-08-16
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