Adobe is the world's leading provider of image processing software, including Acrobat, Photoshop & Premiere Pro.
Adobe's subscription business is perfectly positioned to benefit from more social media & website use in the digital economy.
Sep 15, 2019You've probably come across because of Adobe’s Acrobat PDF reader or perhaps you’ve used Adobe Photoshop to edit photos. These are just two parts of a much larger business, that’s rapidly creating shareholder value. Adobe has 3 main businesses. The first is its software as a service - or SAAS – business that Adobe calls Creative Cloud. If you’ve ever bought Photoshop – ...
Jul 1, 2019Our portfolio’s recent volatility has caused us to re-evaluate all positions and adjust the balance of our investments. We’ve decided to focus more of our capital on owning stable, high quality businesses with good growth and reasonable valuations, and we’re adding four companies with these attributes to our portfolio: Adobe, Amcor, Inditex & Union Pacific. Going forward ...