How Asymmetric Investing by Travis Hoium’s view on $ADBE changed

2026-09-03Bullish
“4 Insanely Cheap Stocks to Buy Now”
Adobe has an attractive risk-reward profile; despite leadership transition risks and margin pressure from lower-cost competition, accelerating revenue growth and strong share buybacks make it a good long-term hold.

Those four stocks are Adobe, MGM Resorts, Dick Sporting Goods, and Lyft.

One of them is Adobe. is there a growth problem with Adobe? Well, it doesn't really appear to be the case right now. Total revenue continues to grow at about a 10, 11, 12% growth rate.

So that's actually accelerating over the past couple of quarters. That's really good to see.