Earlier this month, Adobe (NASDAQ:ADBE) said they were acquiring Figma for a massive $20B. $ADBE is down 25% since the news — sending it down 51% for the year. Now that we’ve had time to digest, how do we feel about $ADBE? The biggest investor criticism… … was that Adobe overpaid with a 50x sales…
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Avaya Holdings becomes r/WallStreetBets’ latest endeavor
r/WallStreetBets loves many things: (near) bankrupt companies, stocks with high short-interest and Ryan Cohen Jake Freeman. Their latest position of interest — Avaya Holdings (NYSE:AVYA) — fits the first two criteria. Bankruptcy — analysts have been forecasting Avaya to run out of cash with a potential bankruptcy incoming. Short-interest — the percentage of shares sold…
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Adobe acquires Figma in a future defining move
Adobe (NASDAQ:ADBE) just took out its biggest threat — acquiring design platform Figma for $20B in a massive deal and future defining move. Figma was one of the hottest software startups in recent years — last valued at $10B in 2021. Figma to Adobe is Chrome to Internet Explorer Ever tried to photoshop something? You…
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Following the Constellation Software playbook to a 11,293% return
Today, we study 100-baggers, just for research purposes. Constellation Software, a Canadian holding company that acquires smaller software companies, returned investors 11,293% (112x-bagger) over the past 17 years. Such a beautiful company deserves a second look — Plus, which emerging companies are following a similar playbook? The acquisition playbook In a standard business, the playbook…
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