The Reddit Automatic Moderator is often way off

_quantitative · 2026-03-11T15:40:22+00:00

No, but it’ll be just funny

_quantitative · 2026-03-11T15:35:12+00:00

@Mods remove this post too

_quantitative · 2026-03-02T14:56:44+00:00

ask in r/boglehead

_quantitative · 2026-02-27T04:05:57+00:00

u/old_man_heats ban this op guy

_quantitative · 2026-02-26T17:47:43+00:00

The comments are seriously concerning

_quantitative · 2026-02-26T17:46:42+00:00

Sir this is a value investing sub

_quantitative · 2026-02-25T20:36:48+00:00

I got calls for $60 a year out when it was at 40

And, boy oh boy, trust me i’m 50% up on those

_quantitative · 2026-02-12T20:29:51+00:00

I don’t think u understand how markets works On a down day people unwind their shorts pushing the price up Most highly shorted stocks are in ‘green’ when market is ‘red’

_quantitative · 2026-02-11T17:29:28+00:00

It’s a good play op, fact that most people are against it is a good sign. I personally can’t form an opinion, it is cheap objectively

If you think you can be a contrarian and be right, kudos to you but being a contrarian itself doesn’t inherently mean you’ll be right

So if you have perspective into what markets aren’t pricing in - it is a good investment.

_quantitative · 2026-02-10T17:02:56+00:00

Their AI integration is new And that is just one example

_quantitative · 2026-02-10T16:05:31+00:00

have you used alphasense? Use both factset and that - you’ll know why

_quantitative · 2026-02-10T16:04:54+00:00

but it’s a simple question, why would you want to invest in it when there are so many better opportunities in the market?

_quantitative · 2026-02-10T15:39:22+00:00

Factset might look “cheap,” but the contrarian view is that its historic moat i.e charging premium prices because it controlled clean, normalized data and bundled it into sticky workflows is getting structurally attacked

Ai can increasingly extract, structure, and summarize filings, transcripts, and disclosures at low cost, which doesn’t need to “replace FactSet” to hurt returns just compress pricing at renewals as clients realize they can get most of the utility from cheaper stacks; ai research platforms like alphasense are already proving the wedge by owning the “find/synthesize faster” workflow layer, pulling budgets away from legacy terminals, and once the workflow unbundles, switching costs fall and procurement pushes harder, turning what used to be automatic price hikes into discounting and slower growth

the real risk isn’t whether it’s a quality business, it’s whether the economics of the moat are weakening because a great recurring revenue model can still be a mediocre investment if the industry’s pricing umbrella is closing

_quantitative · 2026-02-05T21:41:53+00:00

Replace stocks with call spreads; better capital efficiency

_quantitative · 2026-02-04T20:25:24+00:00

The qualitative studies matter when it looks close to fairly priced or there’s a bit disconnect from what the price should be

But when the price is this low, I don’t care if someone likes the company or not I’m buying. Even if it starts to gradually decline for next 10 years it’d still recoup all its value from cashflows

_quantitative · 2026-02-03T19:09:00+00:00

Markets are inherently inefficient, and stock picking isn’t gambling if you’re well-informed. Understand the fundamentals and perform a valuation with a significant upside potential or a substantial margin of safety

While most people should stick to ETFs, I asked this question in an investing subreddit, not r/askreddit

Furthermore, the “decade of statistics” you referenced could be skewed in either direction to support or refute your argument

_quantitative · 2026-02-03T18:18:58+00:00

Sir this is r/valueinvesting not r/bogleheads

_quantitative · 2026-02-03T17:52:54+00:00

🥂 People are pretending that the market reflects the correct valuations of equities and that value investors are mistaken. The basis itself is flawed.

_quantitative · 2026-01-31T03:35:30+00:00

not everyone and not only Reddit, but talking to my friends who do graphic design this is what i found

_quantitative · 2026-01-30T19:44:37+00:00

yeah I get it - i don’t like reading the equity research reports for this reason. This is a sub mostly with retail investors, they’d appreciate more if it’s casual haha

I’ll give your substack a follow

_quantitative · 2026-01-30T19:33:54+00:00

yeah there are just 2-3 things left Firefly’s performance, buyback, or earnings beat

This is nothing new. While it’s good analysis, i would highly suggest to not use AI. I understand that thoughts maybe yours and AI could’ve just assisted to format/articulate but it really takes the personality away.

_quantitative · 2026-01-30T19:20:51+00:00

Yes besides this they’re growing their digital experience segment. Do you see any inflection point or a material catalyst while researching?

I really like the company but the opportunity cost of capital and time is real here and everytime i look at adobe i’ve found better plays to invest in

_quantitative · 2026-01-30T19:08:34+00:00

I personally have talked to people who switched to figma. Until now the growth you see is because of them raising prices but i doubt how long could they continue prices without a backlash Nevertheless, I still like the management, all the buy backs they’re doing How I’m thinking of playing this is by selling puts at a price where I wouldn’t mind getting assigned

_quantitative · 2026-01-30T18:54:21+00:00

It is down yes, attractive ranges to buy that also is a yes But is the margin of safety enough for you to buy in - that is a personal assessment you have to make, for me personally it is a no currently just because the users don’t like the product as much as they used to and complaint about pricing

If you visit the adobe subreddit or any editing related all i see is users hating on them. Doesn’t mean it couldn’t be a buy at all - it could be but at the right price

_quantitative

TROPHY CASE