Intelligent Wealth Podcast
Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.
Intelligent Wealth Podcast
Adobe Stock Analysis 2025: Still a Compounder or Past Its Peak?
Adobe stock analysis (ADBE) – is this creative software giant now a quality bargain after a ~30% share price decline, or a value trap in the age of AI, Canva and Figma?
In this episode of the Intelligent Wealth Podcast, fund manager Tony Byrne is joined by Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research at Minerva Money Management) for a deep dive into Adobe’s business, valuation and long-term return potential.
We cover:
00:00 Introduction to Adobe and Its Significance
05:58 Adobe's Historical Performance and Market Position
11:06 Current Challenges and Competitive Landscape
18:02 Future Growth Potential and AI Integration
22:03 Ethical Considerations and User Experience
28:12 Final Thoughts and Predictions for Adobe's Future
📄 Want our 1-page company snapshots? Grab them here: https://mailchi.mp/minervamoneymanagement/how-to-get-top-company-snapshots
📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Adobe - https://www.adobe.com/uk/
Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
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