Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE)

Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE)

On this episode of Chit Chat Stocks, Ryan details his thesis on Adobe (ticker: ADBE) and Brett asks him questions about his research report. They discuss:


(03:20) Adobe's Historical Performance and Business Model

(08:40) Understanding Adobe's Product Segments

(16:10) Pricing Power and Customer Retention

(17:55) The Impact of AI on Adobe's Business

(32:01) Evaluating Adobe's Competitive Moat

(34:59) The Risks of Switching Platforms

(36:26) The Threat of Point Solutions to Adobe

(38:06) Market Dynamics and Competitive Landscape

(39:58) Valuation and Earnings Growth Projections

(43:08) Analyzing Adobe's Financial Metrics

(49:19) Investment Strategy and Position Sizing

(53:44) Monitoring Performance and Future Outlook


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Avsnitt(726)

Growth to Value | Sea Limited (SE)

Growth to Value | Sea Limited (SE)

On the 5th day of Christmas Growth to Value gives to you, Sea Limited the digital internet platform provider. Sea Limited largest business segments are digital entertainment, e-commerce, and digital financial services. Listen in while Chit Chat Money and Growth to Value discuss what is so interesting about Sea Limited. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Dec 202044min

Jim Gillies | Nelnet (NNI)

Jim Gillies | Nelnet (NNI)

On the 4th day of Christmas Jim Gillies gives to you, Nelnet the conglomerate. More popular for its student loan services, Nelnet actually operates many different business segments. Chit Chat Money and Jim Gillies open up a discussion about the pros and cons of the business. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Dec 202037min

Sean Emory | Capri Holdings (CPRI)

Sean Emory | Capri Holdings (CPRI)

On the 3rd day of Christmas Sean Emory gives to you, Capri Holdings the multinational fashion company. Chit Chat Money and Sean evaluate how Capri grew from just Michael Kors to owning and operating multiple large luxury brands around the world. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Dec 202039min

Brian Feroldi | Autodesk (ADSK)

Brian Feroldi | Autodesk (ADSK)

On the 2nd day of Christmas Brian Feroldi gives to you, Autodesk the engineering software that almost every engineer uses. The Chit Chat Money team dives into how Autodesk is valued compared to its possible growth opportunites. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Dec 202026min

Jason Moser | Ansys (ANSS)

Jason Moser | Ansys (ANSS)

On the 1st day of Christmas Jason Moser gives to you, Ansys a highly specialized engineering software company based out of Pennsylvania. The Chit Chat Money team discusses the pros and possible cons of the business with Jason. Visit our website: https://www.chitchatmoney.com/ Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Dec 202032min

Magnite (MGNI) | Fundamental Analysis

Magnite (MGNI) | Fundamental Analysis

Magnite is this week's stock for our fundamental analysis. Magnite is an online advertising firm based out of California. Before being named Magnite, in 2020, the firm was known as Rubicon Project, which was founded in 2007. After Rubicon Project and Telaria merged in March 2020, a new company was formed that 3 months post merger was rebranded as Magnite. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Nov 202026min

Roblox | Deep Dive

Roblox | Deep Dive

Roblox is an interactive gaming platform and game creation system. Users can play games created by other players or create their very own games and allow others to play. As the world of gaming continues to grow it will be interesting to watch and find out which companies can rise to the top. Even more important which companies will grow sustainably so that they may last for a long time to come. Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Nov 202031min

Lawrence Hamtil: Boring Businesses & Exciting Returns

Lawrence Hamtil: Boring Businesses & Exciting Returns

This week Ryan and Brett discuss what industries will be around for the long haul with Lawrence Hamtil. Among these industries, the three highlight tobacco, airports, and trash collection services. Before the interview, your hosts share their favorite stories from the week. After the interview you'll find out who's in hot water, buy-sell-hold and anecdotal evidence. As always enjoy today's episode. Find Lawrence's Blog Posts: https://fortunefinancialadvisors.com/blog/author/lawrence-hamtil/page/3/ Visit Lawrence on Twitter: https://twitter.com/lhamtil?s=20 Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/ Watch this episode on YouTube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ/ Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Nov 20201h 12min

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