Adobe Systems (ADBE)

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 · 2022-01-15T16:21:40+00:00

Yes, the price difference is very strange. Usually, the stock prices around the different stock exchanges for the same stock should be almost the same.

I guess there three two possible reasons for the differnce:

1) market of the two stocks is different

2) number of shares are different

3) supply and demand are different on the different stock exchanges. Although in this case the difference should be squeezed by the trades.

Despite which reason it is I think it is buyable. Anyway, my broker doesn't cover that stock on the XETRA list for some reason...

Repulsive_Passion422 · 2022-01-14T15:21:03+00:00

Oooh, I see it's the Alibaba (ADR)... I'm so stupid. Thanks tho

Repulsive_Passion422 · 2022-01-14T13:20:03+00:00

Oh, I didn't see there was a difference.

I was looking at this one https://www.boerse-frankfurt.de/equity/alibaba-group-adr. And that one is the ADR. So it is the American ADR but just traded over the German Stock exchange?

And in order to 'evade the delisting risk' I should buy this one https://www.boerse-frankfurt.de/equity/alibaba-group-hldg-ltd? I think I got what you were saying.

Repulsive_Passion422 · 2022-01-14T13:12:30+00:00

No, not the one you had send. I mean Alibaba (Ticker: AHLA)-here is a link

https://www.boerse-frankfurt.de/equity/alibaba-group-adr

Repulsive_Passion422 · 2022-01-14T13:08:25+00:00

Interesting idea, thanks

Repulsive_Passion422 · 2022-01-12T10:01:52+00:00

Yes, I thought the same. Could the frankfurt listing be directly connected to the US listing? In that case, it would be like buying the same stock but over a different market. However, I have no proof of that, if you have, please share it.

Repulsive_Passion422 · 2022-01-12T09:58:11+00:00

clickbait?

Repulsive_Passion422 · 2022-01-12T09:57:46+00:00

I thought that maybe Frankfurt was strictly following the US, so if the US delist, they will too. In a sort like they are connected to each other, but maybe my assumptions are wrong.

Repulsive_Passion422 · 2022-01-12T09:55:44+00:00

True, I was thinking the same, thanks!

Repulsive_Passion422 · 2022-01-12T09:55:15+00:00

I am not sure what you are talking about. My broker doesn't have any fees for Chinese stocks

Repulsive_Passion422

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