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TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke
01:27:50
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2025/5/11
Millennial Investing - The Investor’s Podcast Network
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Intro
How did Adobe start in a garage?
What were Adobe’s early hits and how did Apple boost its business?
Why did Adobe switch to a subscription model in 2013?
Why has the market turned against Adobe’s growth?
How is Adobe tackling competition from Canva, Figma, and AI?
What strategies is Adobe using to engage the next generation of designers?
What are the biggest threats to Adobe’s leadership?
Is Adobe undervalued right now?
Will Shawn and Daniel add Adobe to The Intrinsic Value Portfolio?
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