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TIP501: Investing During an Inflationary Environment
We Study Billionaires - The Investor’s Podcast Network
Adobe - The Key to Success
Revenues have grown at over 20% per year since 2016. Their return on capital is nearly 25% per year over the past 5 years and additionally they have a bullet proof balance sheet with very little long term debt. They're starting to buy back more shares as the management approved a plan to repurchase $15 billion worth of shares through 2024 which is really good to see. It seems to me like the overall market is taking the Figma acquisition as a sign that the company doesn't have much growth potential left internally. Turning to an intrinsic value calculation for Adobe, their free cash flows per share grew at a kegher of 29%. I'm going to be conservative and set the
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