In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors.
~*~
You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.
~*~
For full access to all of our updates and in-depth research reports become a Speedwell Member here.
Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.
-*-*-*-*-*-*-*-*-*-*-*-*-*-*-
Show Notes
0:00) — Denying Allegations (3:04) — Using Multiples (6:58) — The Importance of Making Your Assumptions Known (19:56) — Why a Multiple is a Shorthand For a DCF (24:44) — You Don't Need a Terminal Value (27:00) — Adobe Business Update (34:12) — Adobe's Incoherent Strategy and CEO Transition
-*-*-*-*-*-*-*-*-*-*-*-*-*-*-
For full access to all of our updates and in-depth research reports, become a Speedwell Member here.
Please reach out to [email protected] if you need help getting us to become an approved research vendor in order to expense it.
*-*-*-
Follow Us:
Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at [email protected] for any questions, comments, or feedback.
-*-*-*-*-*-*-*-*-*-*-
Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers
