r/valueinvesting
It isn’t value investing if all the value has already been sucked out of it
Author dismisses MSFT and ADBE as dying legacy software threatened by AI, suggesting RDDT as a true value play instead.
- RDDT is highlighted as a genuine value investing opportunity compared to legacy tech.
- Legacy software companies like MSFT and ADBE are dying businesses in oversaturated sectors.
- AI tools can easily replicate the core functionalities of traditional software like ADBE in minutes.
- Institutional pros are avoiding these legacy tech stocks.
I looked through this sub for value stocks that I could analyze. then instead found MSFT ADBE slop. wow! they have a low p/e because no one wants to pay a premium for old software that just overall,t isnt good. all of you guys writing the comments saying ”oooooo that is what this sub is all about” I haven’t been here for long but I think they mean innovating stocks that are down because the market can’t grasp it. ADBE is just like who would touch this, AI can do what it’s made for in like 5 minutes using its own tools. Your better just investing in a biotech commas with a drug in phase three. MSFT is a dying business in an overwhelmed sector with nothing to bring it but its valuation. guys go learn what CAN SLIM is. Notice how the pros are staying away from these companies. because I will never beat them and most of you won’t either. If you want a value stock look at RDDT. Don’t buy it if you don’t want to but I do. anyways hopefully if you read this you won’t make a MSFT ADBE slop post.