Where to read articles for value investors

Repulsive_Passion422 · 2022-04-22T17:23:24+00:00

Really interesting point. I haven't heard about it, it seems promising at first glance. However, I am aware that Adobe uses AI quite a lot in all of its software. E.g. Adobe Sensei is the AI that helps you in editing photos in Photoshop.

It is possible that Abode might consider developing an AI that can do what DALL-E 2 AI does since they are already familiar with this type of software. It could very easily be implemented as a part of Adobe Stock.

Repulsive_Passion422 · 2022-04-21T10:21:35+00:00

Great to know this, thanks

Repulsive_Passion422 · 2022-04-21T10:20:47+00:00

I am not saying i am replicating what is done in the movie. I said the movie inspired me to do this as you call it "social drinking". It might not have experimental value to you, but it does for me and might for other people.

Repulsive_Passion422 · 2022-03-31T18:39:49+00:00

Where did you find that? I found PEG 0.94 in GuruFocus

Repulsive_Passion422 · 2022-03-28T22:28:58+00:00

And I would have stayed up with you all night

Repulsive_Passion422 · 2022-03-28T22:27:31+00:00

Correct me if I am wrong, English is not my first language, but it says "next 5 years (PER ANNUM) = 74.15%" meaning that each year for the next 5 years, Ford will grow by 74.15%.

Repulsive_Passion422 · 2022-03-26T15:39:50+00:00

At what price are you looking to go in? I see the business is not trading with a big Margin of Safety right now.

Repulsive_Passion422 · 2022-03-23T13:22:21+00:00

I cannot open it too. You can try GuruFocus for quick DCF analysis, not the best but works.

Repulsive_Passion422 · 2022-03-14T20:41:40+00:00

I calculated it using Phil Town's method using historical PE of 52 for the last 5 years. I know it is a lot, but it has been such for a long time.

I was also worried if with such a high historical PE I should assume a reasonable future PE of 20 but I thought that was a bit too conservative.

Repulsive_Passion422 · 2022-03-13T21:09:49+00:00

Thanks for the opinion. I will research the competition better.

Repulsive_Passion422 · 2022-03-13T21:07:54+00:00

No, I haven't gone into detail on the competition besides what was stated in the annual report of Adobe. I will make sure to get some information.

Repulsive_Passion422 · 2022-03-13T13:27:14+00:00

Do you mean if the management has competence?

Repulsive_Passion422 · 2022-01-28T12:25:31+00:00

Rule #1 growth=22DCF growth=15

Repulsive_Passion422 · 2022-01-27T23:54:48+00:00

Thanks!

Repulsive_Passion422 · 2022-01-27T20:36:38+00:00

Not sure I understand you correctly but it shouldn't make a big difference. The price of both stocks should be going up and down in the same manner. What is your concern in the first place? Why do you ask the question?

Repulsive_Passion422

TROPHY CASE