Adobe, every mention
8 scenes, the whole family · ← back to Adobe
tap a year for its mentions
every year anyone Rob Hale 3Rajiv Jain 2Pat Dorsey 2Rick Heitzman 1Alex Sacerdote 1
Verbatim, from the transcripts: the passages where Adobe comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 17:34 Pat Dorsey You're seeing this right now with Adobe. 2 times in the scene
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 38:19 Rajiv Jain Adobe specifically, which is funny now because that's kind of become poster child of disruption.
- ▶ 45:50 Rajiv Jain If you do the math, which is what we did in Adobe at 50 times earnings, if at five years out multiple is 20 times and be growing at 15%, you're not gonna make any money.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 44:02 Alex Sacerdote Canva, which is next-gen cloud-based Adobe.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 23:47 Rob Hale If you're Microsoft, if you're Adobe, if you have a very strong franchise and you don't necessarily operate to potential for 10 years, you have a flat share price.
- ▶ 43:09 Rob Hale You could put Adobe in that category, selling Creative Suite as shrink wrap software.
- ▶ 43:09 Rob Hale You could put Adobe in that category, selling Creative Suite as shrink wrap software.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 24:46 Rick Heitzman Oh, I could go work at Adobe.