Rory O'Driscoll

Well, if you're a value investor and you were saying about the bad on the kind of negative side, Adobe beats and raises, but the stock falls 6% and the CFO announces he's leaving.

Well, if you're a value investor and you were saying about the bad on the kind of negative side, Adobe beats and raises, but the stock falls 6% and the CFO announces he's leaving.

No, no, no, you're absolutely right in terms of the chronology of that.

No, no, no, you're absolutely right in terms of the chronology of that.

But CFO leaving for Marvel, they have a lot of the characteristics that you mentioned on the negative side in terms of seat base, large dominant share of market, could be pursued as a slightly lame product with regards to a lot of the generative AI that we're seeing.

But CFO leaving for Marvel, they have a lot of the characteristics that you mentioned on the negative side in terms of seat base, large dominant share of market, could be pursued as a slightly lame product with regards to a lot of the generative AI that we're seeing.

Is it just, to your point, it takes a lot of negatives and not a huge amount of the positives?

Is it just, to your point, it takes a lot of negatives and not a huge amount of the positives?

There's a point there where the trade makes sense.

There's a point there where the trade makes sense.

I just know Banioff, there's no way he's leaving unless he's 80 and 90 in a coffin.

I just know Banioff, there's no way he's leaving unless he's 80 and 90 in a coffin.

This guy's loving life more than ever in the AI world.

This guy's loving life more than ever in the AI world.

They also have a phenomenal acquisition machine.

They also have a phenomenal acquisition machine.

The CMO, that's amazing.

The CMO, that's amazing.

Any that I have missed?

Any that I have missed?