In this episode, Dan and Albert break down Adobe. Adobe provides content creation, document management, and digital marketing and advertising software and services to creative professionals and marketers for creating compelling content. There are very few companies that are as leveraged to the digitization of the global economy as well as Adobe - from the way people create and communicate, to the future of productivity and digital collaboration in a distributed work environment.

In this episode we cover:

  • What is Adobe? (2:02)
  • What is Adobe's Total Addressable Market (TAM) (4:25)
  • What does Adobe's compete in content creation? (9:38)
  • How does Adobe win in document software (e.g. PDFs) (18:03)
  • Adobe's historically great performance (25:58)
  • What's the bear case for Adobe? (33:56)

All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest.

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