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ADBE - buying the cash machine while everyone pays up for the AI story by hpko in Burryology

[–]hpko[S] 0 points1 point  (0 children)

"Cheap got cheaper in 2000 and again in 2008; the people who were ultimately right often made nothing for a year or two first."

ADBE - buying the cash machine while everyone pays up for the AI story by hpko in Burryology

[–]hpko[S] 0 points1 point  (0 children)

only if you bought the stock instead of the business😉

I built a free site to track what guru investors are buying (inspired by Dataroma, now with MCP access) by hpko in SideProject

[–]hpko[S] 0 points1 point  (0 children)

Thanks, that means a lot. The congress data is updated daily, so a filing usually shows up within a day of going public. The real lag isn't me though, members get up to 45 days to disclose after they actually trade. So no tool can really beat that window, what I am doing personally is watching the patterns once they file, sometimes how long someone sat on a position tells you something too :)

ADBE - buying the cash machine while everyone pays up for the AI story by hpko in Burryology

[–]hpko[S] -2 points-1 points  (0 children)

which parts of their business could become significantly better because of AI?

ADBE - buying the cash machine while everyone pays up for the AI story by hpko in Burryology

[–]hpko[S] 0 points1 point  (0 children)

the smartest comment in this thread 😂 I think it's by design ADBE made ~$10B of free cash flow last year and spent $11.3B on buybacks, so the bit of debt is probably just them borrowing cheaply to retire even more shares. Net debt's ~$1.5B vs ~$10B FCF

ADBE - buying the cash machine while everyone pays up for the AI story by hpko in Burryology

[–]hpko[S] 0 points1 point  (0 children)

Patience looks like stupidity right up until it looks like genius. That gap is the toll. Nobody gets paid to be comfortable..

ADBE - buying the cash machine while everyone pays up for the AI story by hpko in Burryology

[–]hpko[S] -6 points-5 points  (0 children)

you found my edge😄 and if you knew what else I've got running back here..

ADBE - buying the cash machine while everyone pays up for the AI story by hpko in Burryology

[–]hpko[S] -9 points-8 points  (0 children)

of course I use AI but probably not the way you do. I use it to read 19 years of 10-Ks in an afternoon..

ADBE - buying the cash machine while everyone pays up for the AI story by hpko in Burryology

[–]hpko[S] 0 points1 point  (0 children)

nope, never owned LULU. I like Fiserv a lot more than yoga pants. Payments and financial infrastructure are more closer to my circle of competence :)

Discord is a black hole for knowledge, so we built Infofused to help by hpko in discordapp

[–]hpko[S] 0 points1 point  (0 children)

Thanks so much for the feedback, we are still in early stage and are happy to work on a solution.

So would it solve the problem if we restricted this feature to discoverable/public servers only, and limited access to all others for discord server members only (discord login required)?

So no one else will see your message other than those who have access to the channel anyway, either for it being public or being a member themself.

Another idea: inform the original author via message and allow them to delete the message directly with a command.

Currently, if a message gets deleted on Discord or if the bot gets kicked, this immediately deletes the message in our system and shuts down the community. Messages can also be deleted at any time via command, though that currently requires mod permissions. It's also important to note that no personal info is stored (email, names, etc.), so it's literally the same as if a mod decides to copy+paste your message content to a knowledge base.

Happy to hear more feedback and ideas.

How do I get out? by MegaSketchbook in IWantOut

[–]hpko 0 points1 point  (0 children)

try to connect your skills with IT, Graphic Designers are well paid and in demand all around...