Brayden Dennis
π€ SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
Anyone who says it isn't, like...
whatever option whatever outcome for like the best company in the world there's always a no matter how small there's always going to be a disaster possibility for a company yeah you pick your most loved company the best company in the world to say that there's like a zero possibility of something happening is just you're you're lying to yourself like you it's
Nothing in zero risk.
That's just the reality.
Yeah.
And obviously, I think for Adobe, it's higher.
But I think people who say like you're out for lunch is just they're completely dismissing the risk.
And I think that's a dangerous place to be in investing, especially if you start sizing your position.
too high because you have so much conviction in something.
Sure.
I thought my puppy had to go pee outside, but I think he's good.
So if you don't take too long, I think we'll be able to make it work.
Yeah, they have like, I was familiar with PeopleSoft.
So their HR management database.
So they're basically, they were, I mean, the use I'm familiar with, it's just database management.
Yeah, but can you really grow to 18% on negative earnings, like under earnings negative?
You can see their earnings for sure.
I'm just looking because I'm like, how does that work?
A growth on a negative number.
So no, actually, they're still positive somehow.