Sep. 6 at 8:14 AM
$ADBE Growing and undervalued. I think Anil is a great CEO successor pick. He has the longest and most important CEO experience and sold his last company, Informatica, to Salesforce
$CRM . I like the fact thats an internal pick, an external one would have brought a lot of insecurities regarding of the future path of AI and especially capex.
$ADBE is doing great financially beating expectation and raising guidance. I also think in the age of AI -> Images/Videos will be a commodity, what makes Adobe stand out is brand visibility + brand adjusted workflows + its proprietary data and this is exactly what the new CEO brings into play. Shantanu Narayen staying as executive board member is gold worth too.