The Intrinsic Value PodcastPublished 2026-10-01
“The AI Frenzy in Markets, As Understood by Two Value Investors”
$ADBEBearish
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.