In this episode of The Synopsis Alex bugs Drew. We then give an Adobe update and talk about how multiples can work for growth investors.

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Show Notes

0:00) — Denying Allegations
(3:04) — Using Multiples
(6:58) — The Importance of Making Your Assumptions Known
(19:56) — Why a Multiple is a Shorthand For a DCF
(24:44) — You Don't Need a Terminal Value
(27:00) — Adobe Business Update
(34:12) — Adobe's Incoherent Strategy and CEO Transition

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing

The Synopsis

Dialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing