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Value Investor

@valueinvestshow

Early $META, $AMD, $PLTR, $GOOG investor 🚀 Value Investor Show - 1.5k Subs on YT 🔥 Not financial advice.

ID: 1933450274028331008

linkhttps://www.youtube.com/@ValueInvestorShow?sub_confirmation=1 calendar_today13-06-2025 09:04:13

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$AXP just crossed $10 billion in annual net card fees for the first time ever and grew that line 18% in a single year. 29 consecutive quarters of double digit card fee growth is not a momentum story, it is a structural repricing of what people will pay to carry a piece of the

$AXP just crossed $10 billion in annual net card fees for the first time ever and grew that line 18% in a single year.

29 consecutive quarters of double digit card fee growth is not a momentum story, it is a structural repricing of what people will pay to carry a piece of the
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$ADBE generated $10 billion in free cash flow last year on $23.8 billion in revenue, which is a 42% FCF margin that most software companies would not dare put in a slide deck because nobody would believe it. The stock is down 34% over the past year and the entire argument

$ADBE generated $10 billion in free cash flow last year on $23.8 billion in revenue, which is a 42% FCF margin that most software companies would not dare put in a slide deck because nobody would believe it. 

The stock is down 34% over the past year and the entire argument
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On Running ( $ONON) crossed CHF 3 billion in annual sales in 2025 growing at 35.6% in constant currency, and the part of this story that I keep coming back to is that the gross margin expanded while they were doing it, hitting a record 63.9% in Q4. That is not what happens to a

On Running ( $ONON) crossed CHF 3 billion in annual sales in 2025 growing at 35.6% in constant currency, and the part of this story that I keep coming back to is that the gross margin expanded while they were doing it, hitting a record 63.9% in Q4. 

That is not what happens to a
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$ADBE just printed ~$24B in revenue with ~42% FCF margins. The stock is acting like the core franchise is in decline, but ARR is still growing double digits and AI products are already showing up in the numbers. I read that as the market repricing narrative risk while the

$ADBE just printed ~$24B in revenue with ~42% FCF margins.

The stock is acting like the core franchise is in decline, but ARR is still growing double digits and AI products are already showing up in the numbers.

I read that as the market repricing narrative risk while the
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$RH did about $3.2B in revenue in FY25 with a 44.5% gross margin and roughly 10% operating margin Management is guiding to +10-13% revenue growth in FY26 with adjusted EBITDA margin around 20% and they are saying that includes about 300 bps of headwind from tariffs and

$RH did about $3.2B in revenue in FY25 with a 44.5% gross margin and roughly 10% operating margin

Management is guiding to +10-13% revenue growth in FY26 with adjusted EBITDA margin around 20% and they are saying that includes about 300 bps of headwind from tariffs and
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$GOOG really innovating here and using AI as a catalyst across all its verticals $ADBE can also use AI across all its verticals and just make their products even better btw

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14 years of putting giraffes in places they aren’t expected. The hardest part was never the editing… it was finding a stock image where the giraffe was actually facing the right way. Rotate Object in Adobe Photoshop beta just solved a problem I’ve had for over a decade. 😭🦒

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Elevated oil prices and elevated conflicts for a longer period could literally cause a recession Tourism already affected heavily in a number of countries I do think this will probably end by next week, or else it could spiral

Elevated oil prices and elevated conflicts for a longer period could literally cause a recession

Tourism already affected heavily in a number of countries

I do think this will probably end by next week, or else it could spiral
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Down $700 already while the company just double beat, reaccelerated revenue and grew users double digit CEO stepping down 🥲 $ADBE

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I'm down $1000 in less than 6 hours because of $ADBE but I break down all the earnings on my latest video here - youtu.be/B2XptEig_kE

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2 things genuinely bother me about $ADBE ’s Q1 earnings: 1. CEO transition at the worst possible moment The timing of the CEO change could not be more unhelpful. You have a stock that has already been hit hard. You have a quarter where the actual numbers were strong.

2 things genuinely bother me about $ADBE ’s Q1 earnings:

1. CEO transition at the worst possible moment

The timing of the CEO change could not be more unhelpful.  

You have a stock that has already been hit hard.  

You have a quarter where the actual numbers were strong.
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$ADBE went from being basically 8x better in performance than the S&P 500 to now lagging the S&P500 performance since 2008 I mean this is mind blowing, given the company’s historical and future growth

$ADBE went from being basically 8x better in performance than the S&P 500 to now lagging the S&P500 performance since 2008

I mean this is mind blowing, given the company’s historical and future growth