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My Portfolio (2023)
The Joseph Carlson Show
Salesforce: A Compounder
Adobe is a company that's fast growing has a durable competitive advantage. I don't see any real problems with Adobe. Moving on, we have Salesforce. It was doing the low interest rate environment phenomenon of wasting money,. Lots of pet projects, lots of big events for the investors. The CEO did what Mark Zuckerberg did and pivoted to efficiency.
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