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Adobe’s Firefly AI products, rising enterprise adoption, and deep integration across large organizations and creative workflows are deep moats, Burry said.
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Burry said he views Intuit, Autodesk, and Unity Software as strong businesses but said he avoided them due to high valuations.
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The investor was bearish on Zscaler, Palo Alto Networks, and CrowdStrike.
Michael Burry published the second installment of his six-part series analyzing software companies on Thursday, this time focusing on the productivity tools and cybersecurity space.
In a lengthy blog post that discussed Adobe, Intuit, Autodesk, Unity Software, Zscaler, Palo Alto Networks, and CrowdStrike, Burry noted that Adobe looks the most promising in the group.
