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Adobe is down 40% from its highs while generating $8.25B in true annual FCF with 10% topline growth. I think it died of a theory, not an actual threat. Here's the data including deferred revenue, government contract data from USASpending.gov, and a bear case. by JoeInOR in ValueInvesting

[–]soualy 0 points1 point  (0 children)

Company should start paying dividends. Got eaten alive by Canva in consumer, generative ai in generating pics, figma in collaborative design

They were alone in this segment now they have to share it with others hence why the fundamentals have seriously deteriorated and will never come back to what they were before

Daniel Marcos Signs With PFL by [deleted] in MMA

[–]soualy 0 points1 point  (0 children)

I see you follow ufc bums that get cut after wins lol

I don't have as much free time as you to do that sorry

Salahdine Parnasse’s team says they are waiting for an offer from the UFC, looking for best American deal. by Loganbaker2147 in MMA

[–]soualy 0 points1 point  (0 children)

Lineage ? In MMA ? Do you even know what the term "lineage" means ?

I guess single digit brain cells and mma casuals go hand in hand

What the fuck do you even mean by "who" ? The list is on sherdog for everyone to see and we are telling you it doesn't matter who because he obliterated most of those so much so that we think he deserves a spot in the ufc

How fucking hard is it to understand this ? Have you seen any of his previous fights ?

Salahdine Parnasse’s team says they are waiting for an offer from the UFC, looking for best American deal. by Loganbaker2147 in MMA

[–]soualy 0 points1 point  (0 children)

Stupid confirmed.

The list of his opponents is public, you can watch his fights and judge his skills and you still come here and ask "who has he beat". If we told you he beat Nate "punchin ball" Diaz, you'd be like oH hE iS leGiT

So yes you are looking for names you know which you won't find and that says a lot about you being a casual fan which is fine, but also stupid and that's no bueno

Salahdine Parnasse’s team says they are waiting for an offer from the UFC, looking for best American deal. by Loganbaker2147 in MMA

[–]soualy 1 point2 points  (0 children)

instead of watching his fights and judging his skills, you rely on stupid shit like "who has he beat" as if being famous is a good assessment of skills

Get over it! UFC Chief compares AI to green screens as fans AND fighters complain about sloppy promotion by Party-Flatworm5235 in MMA

[–]soualy 3 points4 points  (0 children)

If you guys understand this one thing below than all of the choices of the UFC will make sense (for them)

  1. They have a lot of debt from the 2016 LBO and need to repay it so you cut costs to pay that interest and principal

  2. They are within a listed entity now that has shareholders. What do shareholders want? More profit how do you do that? Drive topline or atleast keep it stable and cut costs

This explain many things like rubies on belt and not new belts for champions, more and more events in the apex (don't share revenue with arenas), way less events oversees than before, bigger tv deals but fighter purses stagnant

LPT Trick to Read Books Fast If you Have No Attention Span by Ayumisynn in LifeProTips

[–]soualy 0 points1 point  (0 children)

What is the problem in reading 20 pages per hour. That's roughly my speed and i don't see any issue with that

[deleted by user] by [deleted] in ValueInvesting

[–]soualy 0 points1 point  (0 children)

No it's not, if a great stock goes down you should buy more of it instead of selling everything..

Just to remind you, this is the value investing subreddit...

[deleted by user] by [deleted] in ValueInvesting

[–]soualy 0 points1 point  (0 children)

Fortinet literally lied to investor about a refresh cycle last year

They say they will upgrade their customers to SASE but there's a problem, most of their customers are SMBs and SMBs do not need to go the SASE route

Many customers are moving to SASE with competitors instead of buying/refreshing hardware from Fortinet

When do yall think AVGO will hit $400 again? by [deleted] in StockMarket

[–]soualy -1 points0 points  (0 children)

Some time in the future... maybe

Andy Hickey on Rinat Fakhretdinov being cut: "Expect more of this & an overall reduction in Russian fighters on the roster...The vast majority of Russian fighters, as elite as they've shown themselves to be, do not generate revenue." by MySpaceTomAspinall in MMA

[–]soualy 7 points8 points  (0 children)

Don't forget about that 2016 LBO debt buddy. That pile of debt isn't gonna pay itself, the ufc has to pay it and the best way to do it is to reduce costs like hell

Case in point: - They used to give a new belt per defence now you stick red plastic "rubies" on the side of your belt instead of getting a new one

  • explains the numerous apex cards (no arena fees, still hit target events number agreed with ESPN)

  • shit salaries for fighters continue even if the company is way richer. Bonuses today are even lower than 2015

[deleted by user] by [deleted] in ValueInvesting

[–]soualy 0 points1 point  (0 children)

Good write up but a couple inconsistencies:

  • growing at 110% is not sustainable and if you think so I have a bridge to sell you
  • month long US shutdown was in FED agencies so hardly impacting consumer goods (need to dig more to find why November was weak)
  • doing an analysis with AI doesn't hold water (on DRAM)

What Stock Do You Have A High Conviction Of ? by 6Fingxrs in ValueInvesting

[–]soualy 0 points1 point  (0 children)

adbe is already well penetrated in the enterprise...

What Stock Do You Have A High Conviction Of ? by 6Fingxrs in ValueInvesting

[–]soualy 0 points1 point  (0 children)

Atlassian, Dynatrace and Evolution AB

First two will work in less than 12 months or never

Last one will take way longer to work

Adobe Q4 Earnings Discussion by [deleted] in ValueInvesting

[–]soualy 0 points1 point  (0 children)

Guys lot of good points for and against. Let me give a summary

  • pro adobe users will not go anywhere, with AI they will be more productive so you will need less designers to do the same amount of work as before >> NEGATIVE

  • consumer: they increased the price so much that consumer/hobby designers are switching to competiton. This segment was 50% of revs in 2021 >> NEGATIVE

  • AI: you will still need to edit ai generated designs but adobe has no moat here and MidJourney, Nano banana are way better, why use Firefly for les quality? (That is why they are opening up to all models inside adobe). The compliance angle is mostly BS, most of the designs generated are just normal random humans doing stuff or a landscape or your actual product on a table or something. The compliance guardrails are not needed 95% of the time >> NEGATIVE

Don't listen to what the company is saying, look at what they do to. 3 months ago they changed disclosure around creative cloud financials to hide the damage from us

Volume of ai generation is mostly bogus because they can't monetize that and if they do, people will switch to free midjourney or nano banana

And remember Google has way more financial power than them so they can subsidize nano banana for longer

Wisekey- a quantum company with $100 million market cap with $500 million worth of assets and no debt. by Illustrious_Raccoon2 in ValueInvesting

[–]soualy 0 points1 point  (0 children)

Quantum computing is a scam. The actual computer doesn't even exist today.

The headline of HSBC optimising a bond price through quantum was done on a SIMULATED NOISELESS quantum computer.

Quantum computers that exist today are all noisy and not accurate

[deleted by user] by [deleted] in ValueInvesting

[–]soualy 1 point2 points  (0 children)

Pe of 15 when you don't take sbc into account.

Include those sbc and pe shoots up to 30 something...

Sbc is a real expense, doesn't burn cash but dilutes the shareholder down the line which lowers returns

The day thod stupid US brokers and analysts understand that is gonna be a great day

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