Mentions

The HermitBlogEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
The SynopsisPodcastDialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing Listen · 26:56
+9Listen · 28:48Listen · 34:42Listen · 35:53Listen · 38:41Listen · 39:37Listen · 41:08Listen · 43:24Listen · 47:29Listen · 48:43
15 Sept 2026
The Options OracleBlog💡 Two Deep Dive Setups Triggered: $ADBE and $PANW-15 Sept 2026
Long-Term PickBlogAdobe: The Cheapest Software Giant on the Market-15 Sept 2026
The Finance CornerBlogAdobe: What management is hiding-14 Sept 2026
Speedwell MemosBlogAdobe 3Q26 Update-14 Sept 2026
The Options OracleBlog🎨 Adobe (ADBE) Beat Earnings. Then Buyers Completely Flipped the Script.-13 Sept 2026
Best Anchor StocksBlogAdobe, Oracle, and Druckenmiller (NOTW#107)-12 Sept 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-12 Sept 2026
StockOpineBlogSunbelt Accelerates, Adobe Thesis Gets Stronger & Intuit Sends a Signal-11 Sept 2026
The Finance CornerBlogI’ll be live (later today)-10 Sept 2026
StockOpineBlogEvolution Rejects The Bid, PayPal’s $53B Validation & Adobe Names New CEO-8 Sept 2026
Sherwood Investment LetterBlog3 buckets. My updated investment strategy-6 Sept 2026
Summit StocksBlogAugust 2026 Portfolio Update-6 Sept 2026
Best Anchor StocksBlogValuation as a leading indicator and holding bias (NOTW#106)-5 Sept 2026
Speedwell MemosBlogSoftware’s AI Risk-27 Aug 2026
Compound with RenéBlogMacro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Summit StocksBlogJuly 2026 Portfolio Update-4 Aug 2026
Hated MoatsBlogPortfolio Update & 1 Year of Hated Moats-31 Jul 2026
The Finance CornerBlogThe closest thing to insider knowledge you can legally use-25 Jul 2026
Quality Value InvestmentsBlogInversor Experto Avisa: ¡Sal del SP500 y Compra Estas Empresas! La Bolsa Más Barata del Mundo-17 Jul 2026
Quality Value InvestmentsBlogNueva OPA nos deja +12,3% en un mes (y todavía se puede entrar)-14 Jul 2026
Value Investing SubstackBlogDeep Value Investing in an Overvalued World-12 Jul 2026
The SynopsisPodcastDialogue. Copart, Adobe, and Uber Business Updates Listen · 0:12
+11Listen · 11:12Listen · 20:31Listen · 23:21Listen · 26:18Listen · 27:20Listen · 31:40Listen · 33:11Listen · 35:05Listen · 37:22Listen · 59:06Listen · 1:04:49
3 Jul 2026
Sherwood Investment LetterBlogA banger investment book-30 Jun 2026
Speedwell MemosBlogAdobe Business History-25 Jun 2026
Possible Value ResearchBlogQ2 FY2026 Update on Adobe and Why I Bought Shares in the Business-25 Jun 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 Jun 2026
Sherwood Investment LetterBlogA Midsummer night's dream investment-21 Jun 2026
The SynopsisPodcastDialogue. Cash is Not Trash, Inflation Hedges, Portfolio Strategy-18 Jun 2026
Mexican InvestorBlogAI Is Coming For SaaS - Mexican Investor-17 Jun 2026
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Speedwell MemosBlogAdobe Deep Dive-26 May 2026
The SynopsisPodcastDialogue. S&P 500 Valuation, Intuit & CSU Earnings, Sea and Meli Update-26 May 2026
Speedwell MemosBlogAdobe Expert Insight Interview (No Paywall)-4 May 2026
Focused CompoundingPodcastEp 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Hazelnuts ResearchBlogAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Pernas ResearchInvestor letter2026 Q1 Investment Letter-20 Apr 2026 (Q1 2026)
Secret Sauce InvestingBlogAdobe Revisited $ADBE-31 Mar 2026