Adobe has been one of the more disappointing holdings in my portfolio. Despite slower growth and increasing competition from AI-powered creative tools, Adobe remains a highly profitable company with a strong subscription business and loyal customer base. The key question is whether its AI strategy can accelerate growth and restore investor confidence. If management executes well and revenue growth improves over the next few years, I believe a recovery to my cost price is still achievable, although it will likely require patience. Let's see.
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