Adobe + Figma
On Adobe’s history, SaaS transition, creative monopoly, increased competition, Figma acquisition, and valuation.
This is a complete list of articles I have written on the subject.
On Adobe’s history, SaaS transition, creative monopoly, increased competition, Figma acquisition, and valuation.
On how Topicus carries on Constellation’s ethos, incentive systems, and strategy, whether it’ll work, the company’s value drivers, capital and ownership structure, challenges, and some thoughts on FCF yield.
On Constellation’s trajectory as an HPC, the economics of a VMS, returns on capital, challenges in organic growth, the runway for M&A, the company’s incentive system, and prospects for the use of FCF.
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