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...
414 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...
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Salesforce.com's Upcoming Earnings: 3 Things You Need To Know
GAAP operating profitability will be in the spotlight as the company lays off a significant amount of its workforce. The level of share buybacks...
207 Views
Salesforce Might Need Another Big Acquisition And Fast
The massive drop following Salesforce's recent earnings announcement is a grim sign and it does not appear that the market is overreacting. The...
293 Views
The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
109 Views