TulipBulb

@revjeffvox @BourbonCap but for sure not adobe?

@atemi1990 @BourbonCap Canva, Figma.

$ADBE CEO told CNBC that the bears have it all wrong about Software He's not wrong about it, and the crazy part is we have more people coding, more people making videos, more people making videos games than ever before AI is opening the door to many people, but instead of talking how big the market is gonna be the next decade people are talking about disruption......

@revjeffvox @BourbonCap what they will use?

@BourbonCap The problem is that almost nobody is going to be using $ADBE products to do all of those things. That's why the market isn't pricing the company like it's in a crash; it's pricing it like it won't exist in a decade.

RT @sidecarcap: Long-term optimism in investing isn’t wishful thinking; it’s rational, profitable, and far more enjoyable.

Sen. Kennedy to Warsh: "My worry is that a lot of this stuff about artificial intelligence making us more productive is a bunch of hype by people who want to sell stock and an IPO. I'd be careful there."

@Investmentideen @StockCompil

@StockCompil No idea who Donville Kent is, but if he can’t answer those questions today, he should have never been invested in $CSU.TO at all.

Donville Kent sold Constellation Software $CSU Constellation (CSU) As previously discussed, we sold our Constellation investment in 2025 at $3,250-$3,760/share. We made this decision due to three factors. 1. Mark Leonard stepped down from his position as CEO (this past Friday it was announced he stepped down from the board as well). 2. Constellation is now more difficult to model and therefore value. Historically, they acquired companies at ~0.8x sales, they would take those businesses’ cashflows and buy more companies at ~0.8x sales. They proved to the market that they could scale this investment engine which allowed CSU’s stock to trade at 4-6x sales. Obviously buying companies at 0.8x sales and being valued yourself at 4-6x sales gives each dollar deployed on acquisitions a massive multiplier effect. However now, they are expanding their capital deployment to include minority investments in public companies. They may make money on these investments, but they don’t receive the cashflows and don’t get the capital to feed the engine like they do when they control a business. 3. Constellation owns over 1,500 different vertical market software companies. This makes them diversified across industries, geographies, and customers. However, with so many companies it is hard to assess the impact of AI on each business. We still believe AI is a net benefit to many software companies that “own” the client and are knowledgeable and close to their client’s workflows. But without being able to parse the 1,500 companies you have to assume some of those companies will be negatively impacted. Is it 5%, 10%, 20%? We can’t answer that question, and if we can’t answer that question, we can’t realistically model the business, put a value on it, and have the conviction to invest.

@cloneinvestor @realroseceline Amazon

@realroseceline If you had to put your entire net worth into one stock for the rest of your life which would it be? No indexes!!

Let’s play ask me anything - GO! 🌹

@fahi778 @ariaradnia Do you know if they were laid off because if Ai does most of what they do or because company maybe over hired in last few years or may the company has less sales ?

@ariaradnia The case for Adobe isn't about their products; it’s their business model. If fewer designers are needed in the future, the fees they charge per seat will be heavily affected. 3 of my friends were laid off from their design and animation jobs.

$ADBE IS BEING DISRUPTED BY AI!! Meanwhile Adobe:

@DaveHcontrarian @VaishaliKappa @theandymillette What would be the cause of such deep decline of economy?

@VaishaliKappa @theandymillette The aggressive easing will come during the deflationary bust.

Here is my latest interview, recorded 3/18/26 with @theandymillette.Lots of discussion about geopolitics,Iran,oil,the metals,the stock market,a potential top later this year & the global bust. youtube.com/watch?v=_y2qE6…

@MattWalshBlog very delusional comment

America is the richest, most powerful, and most generous country in the world. We are so superior to everyone else, and so charitable and kind and helpful, that unfortunately many of the lesser countries on the globe have become welfare queens who expect us to coddle, care for, fund, fight for and protect them. We are the parents who have taken good care of our children, but have not forced them to contribute enough, or earn their own keep, and now they are spoiled, ungrateful, and helpless. It’s time to cut the umbilical cord and force the rest of the countries to stand on their own two feet. We can’t do everything for everyone.

@airtris @TheLongInvest

@TheLongInvest Risk is not reduced at all. This business model is swiftly dying.

$ADBE - At the 200 MONTHLY MA support - At the 0.65 Fib support - In Bullish Descending wedge - $10.1 Bill FCF per year - Perfect 3 Wave pull back Risk is greatly reduced at this point Now it is a narrative story, can $ADBE pivot fast enough to compete with ChatGPT?

@Dave_Weber86 @patientinvestor

@atemi1990 @patientinvestor MSFT was $46 in 1999 and $460 not long ago. This makes the math very easy. 1,000% return in 26 years, or about 38% cagr.

During the peak of the dot-com mania, a Berkshire shareholder told Buffett & Munger to “speculate” 10% into tech & software. Their answer is a masterclass in discipline:

@Dave_Weber86 @patientinvestor I suggest you to get your math straight if you are going to talk investing. Your CAGR would of be not even 8% with dividents maybe about 9% if reinvested and you must have the mental clarity to endure 14 years of 0% returns and almost not one has that!

@patientinvestor I mean, if you’d invested in Microsoft at the peak in 1999 and never sold, your CAGR would’ve been ~38% over 26 years….outperforming Berkshire by a lot

@varunv_malhotra Even that i have full position, I'm always open to buy a bit more if fact support it or we see new lows or to sell if things change. Lets see how it goes

@atemi1990 I mean we can still new lows etc, nice that you bought a full position in tranches

$CSU is up 30% since I posted this. Did you swing when you had a chance?

@varunv_malhotra true

@atemi1990 Nick sleep is great but what’s funny is Amazon was all about shared economies scaled and aws wasn’t on his radar

Mount Rushmore of Investing. Who’s your 4th?

@varunv_malhotra interesting once to look into, if you haven't check them out, Nick Sleep, Chandler Brothers, David Tapper, Irving Khan, Walter Schloss, Templeton

@varunv_malhotra We must judge based on time+return and over spam of their life, Most investors has good 10 year of crazy returns most good timing, I don't want to under state what they have done. 50% returns for 10 years than mediocracy < 15% for 50 years that shows superiority

RT @interesting_aIl: The difference between wearing and not wearing shoes in the house

Very interesting letter from Chuck Akre on the recent sell-off in the SaaS segment. "If a super powerful and easy-to-use shovel was developed, more people might dig for treasure in their backyard. The biggest beneficiaries, however, would be real miners with real mines. We believe AI is a similar proposition for already-advantaged and responsive software businesses." $CSU $ADBE $NOW $CRM $PANW $CRWD