Adobe: The Forgotten AI Winner Looking Ready For A Breakout

Core Insights - Adobe's shares have underperformed across various time frames, with ongoing concerns about potential business disruptions impacting investor sentiment [1] Company Analysis - The focus is on identifying durable companies with economic resilience, pricing power, and capital efficiency, which are essential for long-term value creation [1] - The analysis emphasizes scalable business models, network effects, and mission-critical offerings within the Technology, Industrials, and Financials sectors [1] - Capital allocation strategies, margin trajectories, and unit economics are critical factors in assessing the sustainability of growth and returns [1] Investment Philosophy - The aim is to make high-quality investment theses more accessible, focusing on how businesses operate, their incentives, and long-term potential [1]