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▶ 7:00 · $ADBE · Is It Time to Buy Adobe Stock?| $ADBE
episode briefing
Asymmetric Investing

Is It Time to Buy Adobe Stock?| $ADBE

2026-03-17 · 1 company · 2 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“Price earnings multiple on a trailing basis is about 16, and on a forward basis, just 10.8. So, if they can continue to grow revenue at a 10% compound annual growth rate, that is a great multiple to be buying the stock and to be buying bac…”
—travis hoium
now playing · $ADBE
$ADBE···bullish· mediumtravis hoium
Adobe at 10x forward P/E offers compelling value as AI disruption fears overblown
Adobe's professional creative software moat remains intact despite AI image generation tools; the stock trades at ~10.8x forward P/E with 10%+ FCF yield, 10% annual buyback rate,…