"My number one company is Adobe. They haven\"t been a historical share cannibal but recently have ramped up buybacks, achieving around a 7-8% buyback yield, while continuing to produce approximately 10% revenue growth each quarter. The risk remains if management shifts focus away from buybacks."
Adobe is highlighted as an unconventional pick among future share cannibals due to its recent accelerated share buyback program and consistent revenue growth. The commentary notes potential risk if the strategy changes.
6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute $CSU
September 26, 2025
Company Opinion