[Abridged] Software & Payments Stocks Part II: Productivity Tools and Cybersecurity
원문 보기 (영문) →한국어 번역이 곧 추가됩니다. 그 동안 아래 영문 원문 또는 출처 사이트를 참고해주세요.
Since Part 1, I added four names – Synopsys (SNPS), Cadence Design Systems (CDNS), JFrog (FROG) and Samsara (IOT) – so the Cassandra Unchained software and payments universe is now 50 stocks.
First a trading update: Yesterday I rolled my SOXX and QQQ puts at a debit, increasing my capital at risk in both cases.
Productivity Tools
Adobe (ADBE) | $101 billion Market Cap | $24 billion Revenue | Chapel | P/IV15 0.91x | Rank 2/50 | Composite Score 64.7
At $247.60, down roughly 65% from $688 in late 2021, Adobe trades at 0.91x its $262/share IV15. Owners’ earnings are ~$7.7 billion on revenue of ~$26.7 billion this year.
The newer product to understand is Firefly Foundry, which trains bespoke generative AI models on a customer’s own brand IP and shows generative credit consumption growing over 45% quarter-over-quarter.