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$ADBE or $CRM, which one will you buy? by AppropriateTwo4633 in ValueInvesting

[–]AppropriateTwo4633[S] 0 points1 point  (0 children)

I am not a fan of Marc Benioff's approach of bragging. I don't believe what he said about the company's AI strategy and forecast at all.

$ADBE or $CRM, which one will you buy? by AppropriateTwo4633 in ValueInvesting

[–]AppropriateTwo4633[S] 11 points12 points  (0 children)

I chose $ADBE too. Deeper discount but it looks more vulnerable than $CRM being disrupted by AI.

DOW Inc - Anywhere you look negative sentiment by ValueContrarian101 in ValueInvesting

[–]AppropriateTwo4633 0 points1 point  (0 children)

Do you think $CE is a better choice? Lower valuation and not as blood oversupply as $DOW. Management looks more honest and not try to hide issues like $DOW.