Apple still sells products people love, but the story argues the stock price now assumes a level of growth the business may not be able to deliver. It points to a maturing iPhone market, cost pressures, China-related uncertainty, and a lack of big new bets as reasons the stock could disappoint.Read more

TLDR; "HOLD" The story of Adobe today is that of a wide-moat champion that has been knocked from its pedestal. After a deep-dive analysis, our conclusion is that Adobe remains a world-class business, but the competitive landscape has fundamentally changed.Read more