Jason Moser
speaker
1,743 appearances
11 recordings
1 series
first heard Sep 2014
last heard yesterday
Jason Moser’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 2.
Appearances
I think Adobe outruns the AI here, and I do think it's a value.
Maybe.
I mean, the funny thing here is that, yeah, I mean, we are so focused on the downside.
There is a lot of different ways this goes.
If nothing else, let's just not, and this is back to the conversation about ServiceNow, let's not just not assume the default is the worst case scenario.
And I feel like the market has in some of these, there's a lot of ways this could go out.
Some of them, as you say, could be positive.
Yeah.
I know we're supposed to argue, but I'm basically right there.
Less enthusiastic, but if the sky is falling, I actually want to see the sky fall.
What I see is revenue, EPS, free cash flow trends heading in the right direction, a wonderful balance sheet.
Net debt, I think, just maybe less than 0.3X EBITDA.
There's just, look, I get the case.
I get that the high scalers like cybersecurity, AI, all of this can be bundled into one thing and bypass everyone.
Maybe that'll happen.
But until we actually see that hitting the business, I refuse to believe that the market is on to something here.
I think I said on this show last year that I have never in my investing life come across a company valued like Palantir.
And that includes Tesla.
I just don't get it.
And I know the government side of this business very well, and I know the growth rates and potential there.
Showing 1001–1020 of 1,743 · page 51 of 88
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