他还一直在悄悄买入Adobe。
He's also been quietly buying Adobe.
他买入Adobe,而市场叙事认为AI会摧毁它。
He's buying Adobe where the narrative is AI will destroy it
下一家公司,Adobe。我持有的这家公司,提醒你们,我们从不提供股票推荐。所以,不要因为我持有就买入一家公司。但它是Photoshop背后的公司。
Next company, Adobe. The company that I own that I remind you, we're never here to give a stock tip. So, don't buy a company because I own it. But it is the company behind Photoshop.
Bur今年早些时候开始买入,然后它下跌了28%,他做了一个标志性动作。他在接近低点、每股约200美元时买了更多,而他的理由非常精彩。
Bur started buying it early this year and then it fell 28% and he did a signature move. He bought even more near the lows around $200 a share and his reasoning is fantastic.