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FluentInQuality @FluentInQuality
Joined January 2023
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FluentInQuality
@FluentInQuality
Jan 23
AI is disrupting $ADBE That's what the bears say. But it's far from the truth. It's a cash machine that's going to give investors 100% on their investment. Here's why $ADBE will loudly continue to dominate the creative industry: ๐Ÿงต๐Ÿ‘‡๐Ÿป
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"Look down, not up, when making your initial investment decision. If you don't lose money, most of the remaining alternatives are good ones." โ€” Joel Greenblatt
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$ADBE reported Q2 earnings. The market is focused on the ARR miss. But they're missing a major catalyst for Adobe. Take advantage of what the market is missing. Here's what they're missing. ๐Ÿงต
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more replies
But here's where I land. $ADBE is deliberately trading short-term ARR for long-term market share. They've done this before. Perpetual to subscription. Reader to Acrobat. Every time the market called it a red flag. Every time it turned out to be the right call. The business hasn't broken. The strategy just changed gear. $ADBE
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Here's my deal for you. Follow @FluentInQuality and RT the first tweet. Then DM me "Portfolio." You'll get a free portfolio assessment, done by a friend who manages money at one of the largest Dutch investment funds, and me. We'll look at what you own, what you're missing, and where the risk actually is. No pitch. No fluff. Just honest feedback on your portfolio. DM me "Portfolio" to claim yours. $ADBE
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$GOOGL is spending $180 billion on capex in 2026. That's 38% of forecasted revenue. The bears see a company burning cash. Here's the other side. $127B in cash. $46B in debt. Net cash position that most companies can only dream of. Shares outstanding are down 9% in five years. Cloud up 63%. Search still growing at 19%. The spending isn't reckless. It's a company wealthy enough to buy its own future.
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"Buy good companies, don't overpay, do nothing." โ€” Terry Smith
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$META is spending $135 billion on AI in 2026. The bears call it reckless. Here's what the numbers say. Ad pricing up 12%. Ad volume up 19%. Instagram Reels engagement up 10%. AI ad conversion rates up 1.6% across every platform. This isn't a company spending on AI and hoping it works. It's a company that has already proven it does.
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$FICO raised mortgage prices aggressively. Lenders didn't push back. Why? The cost of a credit report is immaterial compared to the total cost of a mortgage loan. That's pricing power most businesses only dream of. FICO scores are embedded in rating agencies, mortgage insurers, and mortgage-backed securities. Even lenders who don't use FICO to underwrite a loan still can't escape it.
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Everyone still thinks of $GOOGL as an ad business. Here's what they're missing. Google Cloud: $20B revenue. Up 63%. Gemini API: $15B in annual revenue. Search: still growing at 19% โ€”> with AI making it stronger. This isn't a company being disrupted by AI. It's the company monetizing it.
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"The secret to investing is to figure out the value of something โ€” and then pay a lot less." โ€” Joel Greenblatt
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How the stock market be acting as of lately
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People who buy IPOs... Why?
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Quite the valuation for $META at the current growth rate. Interesting, very interesting.
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"In my experience, the more successful an idea is, the easier it is to fund it." โ€” Stanley Druckenmiller
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