Adobe (ADBE) in Stewart Asset Management 2024 Q4

Innovative Software Solutions Fueling Business Efficiency

May 24, 2025

Summary

Investment driven by Adobe's leadership in creative and digital media software.
Strong market position with a diverse product portfolio including Photoshop.
Risks include competition from emerging software providers and market saturation.
Recent performance bolstered by AI integration in creative tools.
Future growth expected from continued innovation and subscription model expansion.

Adobe (ADBE, Financial) was featured in Stewart Asset Management's Q4 2024 letter as a significant contributor to the portfolio's performance. The company's innovative software solutions, particularly Photoshop, have been instrumental in enhancing business efficiency and creativity, aligning with the fund's focus on high-quality growth companies.

"Photoshop, NotebookLM and credit card fraud detection represent practical examples of how AI has already begun to help day-to-day business and personal tasks. These three services are product offerings of Adobe, Alphabet and Mastercard, respectively - all companies in our portfolios." — Stewart Asset Management, Q4 2024 Fund Letter

Read full letter at gurufocus Stewart Asset Management 2024 Q4 page.

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