Adobe, every mention
3 scenes (2026), the whole family · ← back to Adobe
tap a year for its mentions
every year 2026 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.