Today I’m speaking with Daniel Crosby.
Have you ever owned Adobe? Have you updated your thinking about the company after writing this? https://www.securityanalysis.org/p/adobe-adbe
I haven't. It has never been cheap enough. I still think it's a great business and if it ever gets down to an attractive level I'd buy it. I also think they're successfully neutralizing Docusign.
I'm planning on selling eBay on Monday. Gotta replace it with something!
Nice - it has had a great run-up in the last year.
Might replace it with Etsy
Have you ever considered buying Polaris $PII?
Nope, should I look into it?
Yes please! Morningstar and Eddy Elfenbein like it. Booyah ULTA by the way!
Have you ever owned Adobe? Have you updated your thinking about the company after writing this? https://www.securityanalysis.org/p/adobe-adbe
I haven't. It has never been cheap enough. I still think it's a great business and if it ever gets down to an attractive level I'd buy it. I also think they're successfully neutralizing Docusign.
I'm planning on selling eBay on Monday. Gotta replace it with something!
Nice - it has had a great run-up in the last year.
Might replace it with Etsy
Have you ever considered buying Polaris $PII?
Nope, should I look into it?
Yes please! Morningstar and Eddy Elfenbein like it. Booyah ULTA by the way!