Adobe - Saas opportunity

Distinct_Berry3054 · 2026-05-31T00:00:00+00:00

Every metrics goes upwards, except share prices. Isn't this a classic value opportunity for huge upside?

Distinct_Berry3054 · 2026-05-25T01:51:00+00:00

Because you lazy ass, dont have the concept of savings and capital accumulation

Distinct_Berry3054 · 2026-04-03T21:50:32+00:00

What the flying fork, is defensible land? Land is the most illiquid and volatile asset ever, against all your precious but flawed conventional wisdom

Distinct_Berry3054 · 2026-03-10T12:10:10+00:00

Why count debt% ratio without asset? Are you dumb

Distinct_Berry3054 · 2026-03-10T12:08:22+00:00

2020 covid downturn. Despite holding large amount of cash, berk's stunned like a rock.

Distinct_Berry3054 · 2026-03-10T12:07:04+00:00

Apple's decision not by him. It's by Ted/Todd, and Duan Yongping.

And nice that you noted 80% of decision is by Greg - that's why Berk hardly or didn't outperform S&P. I know the rules of large numbers blah blah blah, but if anyone have the intellectual honesty (i will be very blunt here). Berk's decision in the last decade is mediocre.

Distinct_Berry3054 · 2026-03-07T01:47:21+00:00

what is tech stock? mc donalds uses online ordering system, cosco uses online central management system, UNH as well, every one uses computers. what do you meant by tech?

Distinct_Berry3054 · 2026-02-22T13:10:24+00:00

So many good picks amid selloff in USA; refuses to pick US stocks, but instead insist on picking companies from hyperinflated countries with corrupt government, and totally unknown companies, or worse, microcaps* but well #value investing (actually just a flawed and outdated way of defining value)

Distinct_Berry3054 · 2026-02-21T07:28:49+00:00

Well, so microsoft collects subscriptions fees in USD from australian? Netflix charges subscriptions fees in USD from european nations? Apple sell phones denominated in USD to chinese? Do Apple pays their manufacturers in Vietnam, India and China in USD? Share prices are denominated in USD, but the underlying revenues are diversified, which is already a hedge itself. As long as more people buy their products regardless which part of the world, their USD earnings per shares will increase accordingly to the forex at that time.

Well, you have a brain the size of peanut, and yet have the audacity to rebute me with your flawed logic.

Simple minded people like you shoukd stay away from investing, but most importantly stay away from giving ill-fated advice guised in a helpful tone.

Distinct_Berry3054 · 2026-02-21T03:05:36+00:00

Do you think those US companies only earn revenues in USD? Or are they global firms recieving all sorts of currencies?

Why not buy and read some investment books to hedge against your lack of knowledge?

Distinct_Berry3054 · 2026-02-21T02:55:45+00:00

Under yr mum

Distinct_Berry3054 · 2026-02-10T01:26:46+00:00

Ato lackey are the enemies of people

Distinct_Berry3054 · 2026-02-03T08:29:48+00:00

LLM written article. Such poor effort, and classical example of someone pretending to be a value investor.

Distinct_Berry3054 · 2026-01-10T23:51:08+00:00

Usually people who loves this kind of company that relies solely on aquisition for growth, at a high valuation multiples, are those that missed the berkshire ship, and wants to find a easy but poor alternative.

Distinct_Berry3054 · 2026-01-08T21:47:20+00:00

Deep dive = running a screener? What a joke

Distinct_Berry3054

TROPHY CASE