How The Intrinsic Value Podcast’s view on $ADBE changed

2026-08-20

“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”

Adobe is a strong short-term buy (A-tier) due to entrenched agency usage, but faces long-term uncertainty (B/C-tier) from AI competition and business model shifts.

So basically what that means is we could say okay well let's put Adobe here between S and 80 right just as an example um that would mean okay in 10 or 20 years time we believe Adobe will be still existing and will be a stronger company than today

and then we also have a value today tier list where simultaneously to some extent we'll discuss the same companies but with the premise of saying well do we believe Adobe will be a good company in the next I would say Sean give me your thoughts but I would say like one to four years.

Watch the source00:56

2026-08-16

“Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now?”

Adobe is a conflicted hold; it is good value at a forward PE of eight times with strong financials and a durable market position, though AI disruption risks and management issues create uncertainty.

That's what we saw with Adobe, Lululemon, all of those companies.

one position that kept winning all of these capital allocation wars in our intrinsic value portfolio has been Adobe. We added to our Adobe position and I had to look it up four times already.

And I can also spoil that the first lesson we need to take from this is only double down when the stock is at least down 15 to 20% from our entry price because we kept buying in the range from 380 to 315 which looking back at it might have been a bit too expensive.

Watch the source28:36