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Ep. 119: Jim Golan: Building A High-Conviction Portfolio For The Long Haul

Investing With IBD

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The Importance of Redefining the Business Model

Jim Boulden: Adobe really, I mean, there were a lot of companies that saw what Adobe did and they, hey, you know what, we're turning into this subscription as a service. And again, it's reflected in the stock over the past seven years. We've definitely seen a lot of IPOs that have been coming to market recently with some of this disruptive technology. But if you go back to the tech bubble, it's really Amazon, right? And Google wasn't even public back then.

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