Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
420 Views
The Oracle Playbook Goes Mainstream
Oracle's strategy is being acknowledged by one of its major peers - Salesforce. Oracle does not appear among the top three cloud infrastructure...
311 Views
Oracle: Key Considerations For Long-Term Investors From Yet Another Strong Quarter
The cloud application segment continues to deliver, the infrastructure side of the business deserves more attention, according to analysts and...
304 Views
Oracle: What To Expect As It Reports Q2 2023 Results
Oracle's share price drop presented a good opportunity for long-term shareholders to average down. Lagging analysts' sentiment still presents an...
331 Views
Oracle: Key Investor Takeaways From Q2 2022 Earnings
Hard to believe it, but Oracle has been one of the best performing names in the cloud space over the past year or so. The so-called 'miss' in EPS...
198 Views