ADBE
Analog Devices, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 3
- Long / short
- 3 / 0
- Avg. return
- —
- Verdicts
- Worked 2 Inconclusive 1
position
Winter 2021
Wilmot Kidd and John Hill, Central Securities
long
worked
Newsletter
We believe Analog Devices is undervalued following its acquisition of Linear Technology, which initially caused the stock to decline. The market's perception of it as 'dead money' due to regulatory de
position
Winter 2019
Polen Capital
long
worked
Newsletter
Adobe is a top holding due to its competitive advantage and strong opportunity for reinvestment at high incremental returns. The transition to a subscription model has made revenue more predictable an
position
Winter 2019
Damon Ficklin & Jeff Mueller
long
inconclusive
Newsletter
Adobe is discussed as a key investment by Damon Ficklin and Jeff Mueller, indicating their belief in its strong business model and growth prospects.