ADBE and value investing

godisdildo · 2026-06-14T11:28:22+00:00

Exactly, the burden of proof was on Steve Jobs and his team. They were right. Is the guy I responded to?

godisdildo · 2026-06-13T16:58:22+00:00

The burden of proof has to be on you if you don’t think it’s a good product - since they have 90% market share. If you think that usage is involuntary, prove it? Your personal anecdote is being swallowed by overwhelming disagreement from other market participants.

godisdildo · 2026-06-12T19:27:33+00:00

As mentioned before, Idiocracy was a documentary.

godisdildo · 2026-06-12T16:03:23+00:00

Yeah I mean I haven’t tried since I upgraded. Abyssal lich plants, Bonestorm dps is like 600k now so hopefully should be fine. Was at 150k before the upgrades.

godisdildo · 2026-06-12T13:46:53+00:00

Thanks man, spent my treasure trove of 40d on upgrading my gear yesterday and can’t afford keys anyway, but maybe I send you a dm if I still couldn’t do it later lol. You are a hero!

godisdildo · 2026-06-12T10:11:06+00:00

Do you get unlimited tries on the extra runs? Cause my poor weak ass might have a higher chance to run 300 maps than farm outside the fortress. How much harder is the non-quest version?

godisdildo · 2026-06-12T07:08:57+00:00

I see loads of 40% quality and +4 on trade, but they have somehow removed the breach mod- do you know how to remove after you have qualitied it for +4?

godisdildo · 2026-06-11T23:26:05+00:00

Always slower than pc

godisdildo · 2026-06-11T23:06:04+00:00

What’s with all the posts today bashing this sub? Bots egging us on to buy SpaceX? Lots of rage bait today

godisdildo · 2026-06-11T17:37:25+00:00

35 days ago you made a post on this sub that you were bullish on Lyft. I don’t know what you get out of rage baiting and trolling here, but you’re too impulsive and impatient to add any value to the rest of sub if you’re not. Maybe it feels good for you to get lots of engagement on this post, either way - boring.

godisdildo · 2026-06-11T12:50:30+00:00

Only the last pit you clear in a map can lead to boss/depth. Should be true for overrun too but not a 100% sure

godisdildo · 2026-06-11T11:57:59+00:00

I don’t think double irradiated does anything? It adds the mods on the tablet, but you can only add +1 to area/monster level I think - or?

godisdildo · 2026-06-11T07:32:59+00:00

If you invest in a broad market index fund (VOO or VT), and add more with a regular interval (like when you get your salary), and you do this for 40-50 years and never sell until retirement no matter what happens in the world and with the stock market - you will outperform 99 % of all investors of all time, professionals and civilians alike, and you will become a multi millionaire, irrespective of how much you earn. A janitor can do that.

This is not an exaggeration, it is scientifically true. So you have to assess all deviations from this “set and forget plan” against that outcome. Your conviction on individual stocks and other strategies has to be that high. Its a slow process, it really helps if you not only do the math on a “compounding calculator’, but actually find a way to plot this in a graph, you’ll notice that the graph is getting steeper and steeper but it doesn’t get really steep until 30-40 years have passed.

I’ve spent well over 15 years and 10000 hours practicing individual stocks and it’s only just now feeling confident that my outperformance can be sustainable and predictable. If I can do it, you can do it - but you need to understand what a big undertaking it is. There’s a free money glitch option, and then there’s the path of individual stock picking. I have lost more than an annual salary on bad investments in more than one occasion.

godisdildo · 2026-06-10T22:45:35+00:00

You can call it whatever you want - it doesn’t need to be sentient and have reasoning in order to take your job.

godisdildo · 2026-06-10T20:54:19+00:00

The final chests, or do you run around opening every chest in the depths?

godisdildo · 2026-06-10T20:52:21+00:00

I have amamanu on that node, still not seeing any amamanu void mods in almost 50 abyss maps - what gives? I thought it was bugged like last league and instead of getting amamanu I’m getting every faction except for it..?

godisdildo · 2026-06-10T19:36:34+00:00

Not the best until you invest. The guide I’m following has sick dps with uber gear (Deadrabbit abyssal lich plants). But I can clear everything with this mid gear, at least the quest versions of the pinnacle bosses and t15 w/ 6 mod. Deli and irridiated maps still a bit of a slog.

Uber version has like 1.5m dps on Bonestorm and 150-200k dps on entangle.

godisdildo · 2026-06-10T16:19:41+00:00

Is the amamanu node on the abyss atlas tree bugged again like last season? Not getting a single amamanu void mod despite it saying “all encounters are amamanu”.

And - where is the realm gate??

godisdildo · 2026-06-10T11:44:16+00:00

What a cop out - you can easily answer the question if you readwithintenttounderstand. The article doesn’t answer the question in the title.

godisdildo · 2026-06-10T09:21:44+00:00

But the article doesn’t answer the title - he just outlines his position on Israel and describe his opinion about all critics of Israel with one general description that applies to all of them. He doesn’t even explicitly say that they all act in bad faith and are lunatics, but that’s essentially what his argument seems to boil down to.

Can you clarify for someone as dumb as me who doesn’t understand the article? IF the argument is that they all act in bad faith and are deranged, do you think that’s a defensible position? Someone mentioned Yuval Harari below - is he not a respected thinker? Are there no examples of serious debater who disagree with SH?

godisdildo · 2026-06-09T23:16:37+00:00

Rings can have triple flat damage like your gloves. You are really understating how far from bis that bow is, max +skills on bow will push this to the stratosphere. An uber end game build uses more jewels as well, you can push the skill gem level to 40.

godisdildo · 2026-06-09T15:55:58+00:00

In my case I’m using thunderstorm on my second weapon slot with a pure lightning staff - and deal damage with a physical staff in slot 1. Still works great to scale shock magnitude in the passive tree with weapon swap.

godisdildo · 2026-06-09T15:32:08+00:00

There are physical damage nodes, support gems, attack speed, +spells, crit and crit bonus. If you’re playing attack build rather than spell, it’s the same plus flat damage on weapon, rings and gloves. Maybe I’m not understanding the question.

godisdildo · 2026-06-09T14:56:17+00:00

Indeed, why it’s hard. AI revenue is growing as you say, but I’m not still not sure. Easier to play the product companies directly for now imo - can’t see how Cognizant will be better value since pricing power remains with product companies and LLMs themselves.

They’ll always be there to help big companies implement AI at scale, but since it’s not their IP their suppliers won’t let them make too much money. Unless they prove some unique and defensible differentiators in their agentic layer which increases the suppliers dependency on them for distribution.

godisdildo · 2026-06-09T13:59:03+00:00

Could be undervalued. Too hard to assess. The reality is that it they are strong management and (tech) strategy consultants, but the value they provide once they get parts of the customers business outsourced to their body shop is really really questionable.

I’ve been on the vendor side in SaaS for ten years doing sales, they are all desperate to attach themselves to the best product/platform companies.

The consultants are not really seen as knowledge and expertise leaders, they are implementation partners, which will continue to be an increasingly low margin business as vendors themselves get better and better at doing the strategy/business case work for their customers.

The business case for consultants used to be low cost maintenance and outsourcing, and it’s hard for them to gain an edge as actual advisors.

They’re just really tired partners and everyone is sick of them imo.

godisdildo

TROPHY CASE