Adobe: A Stock to Watch

Adobe reminds me of Microsoft a bunch of years ago because, you know, what Adobe's done is they've transitioned into this subscription business model. And so I think that kind of like Microsoft where they built that subscription revenue base for their core products and then took this moonshot bet on cloud computing, I see the same type of thing happening with Adobe right now. But the moonshot that they're taking on streaming ad technology, I think, is one to pay attention to and that could pay off big for the company.