Friendly advice for $ADBE bag holders When a stock has a 8x P/E you can’t seriously rely on management team outlooks nor the street for EPS guidance The market is telling you everything you need to know which is your outlook numbers are unreliable at best and we think your capital allocation mix is shit and you are likely a casualty of AI Easier horses to ride Draining your mental capital on one losing position for years is absolutely not worth it even if you turn out to be right eventually
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