Stock price when the opinion was issued
Their Q2 earnings beat. A pandemic darling that then crashed. But now it trades at a fair valuation and strong free cash flow. She bought it last September is up 35%. Trades at 16x PE and has a 8% free cash flow yield. Great managers who underpromise, so they will beat their quarter. Has real secular growth.
Dominates this business, but ADBE has entered the space. Stock's gone sideways. Software is not unique, and competition will show up. Perhaps a bigger player like MSFT would buy it and incorporate the technology.