Hey partner,
If you’re part of the Offside Premium subscription, you’ll know why I’m buying Workday (WDAY) today as a supplement to Adobe (ADBE.)
Speaking of which, today is DCA day for:
ADBE
DPZ (if the tape is favorable above $295.50
Look out for tomorrow’s morning digest, specifically the portfolio section.
You’ll see the updated portfolio based on today’s dealings.
Our target price and overall thesis will be hosted in our next round of portfolio deep dives.
Join our Premium Research subscription to access this deal and several more.