Focus on Value Over Hype: Adobe in the Spotlight

The Investment Perspective – June 2025

Peter Flannery Financial Adviser CFP

“Neither the investing method nor the fundamentals of the business are right or wrong because the mood of the market is favourable or unfavourable toward the “stock”. That is because when you really think about it, “stocks” (shares) are all about the financials and the trading price, the share price… the cash up value. What matters more is the economics of the business” 

Peter Flannery

Key Points:

  • True investing success lies in emotional discipline, not chasing trends or reacting to market noise

  • Adobe’s trading price has dropped, but profitability metrics remain strong, with high returns on equity and capital

  • The market fixates on short-term profits, while long-term value comes from durability, recurring revenue, and efficient capital use

  • Comparing Adobe and Tesla highlights how sentiment can diverge from actual business performance

Click Here To Read This Month's Investment Perspective - June 2025
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