Jon Quast

speaker

8,197 appearances 81 recordings 2 series first heard Oct 2025 last heard 5d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.

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Motley Fool Hidden Gems Investing · It’s SpaceX IPO Day! · 12 Jun 2026 podcast

SpaceX, on the other hand, I'm uncertain with how much capital expenditures it's pledging into AI.

Well, I think it's even higher with SpaceX.

And then on top of that, you have rockets that you need to build that are also expensive.

So, yeah, I see better economics for Tesla.

Well, my honest answer would be neither.

I wouldn't be investing in either of these companies right now on a personal level.

However, if you did make me choose, I think I would choose Adobe over Intuit.

And the reason why is that Intuit does more of its business.

It does have a large enterprise customer base, but it

the consumer base is much larger of a percentage of the business.

And that kind of worries me.

I think that consumers are curious about other tools right now.

Adobe, I think there is a little bit more stickiness with its enterprise revenue base.

I do think that that is a little bit more sticky.

I think that enterprises in particular are looking for a company such as Adobe to come in and help me do AI, not how do we replace Adobe with AI.

So I think that Adobe has a little bit more staying power.

There have been times in the past where I felt like Lowe's was clearly the better value and clearly had opportunities to improve its business.

I totally agree.

Yes.

To have that relative outperformance.

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