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Editors' Note: This is a transcript of our podcast this week with Akram's Razor of The Razor's Edge about PagerDuty ( PD ) and the tech sector at large. Part 2 will be out next Tuesday. We hope you enjoy this transcript. Introduction Daniel Shvartsman: On this week's Behind the Idea,...
Prologue Over the past year, the American health system has undergone a radical transformation: Direct-online consumer access. Many new players and start-ups have entered this growing arena, which is thriving and bubbling as a result of money (investors) and transactions (mergers) pouring in...
S&P cuts Oracle's (NYSE: ORCL ) long-term rating from AA- to A+ and the outlook remains negative. More news on: Oracle Corporation, Tech stocks news, Read more ...
by Daniel Shvartsman Listen to or subscribe to Behind the Idea on these podcast platforms: iTunes/Apple Podcasts Spotify Stitcher Last week, we talked about CrowdStrike ( CRWD ), a cloud-security software company with triple-digit revenue growth and a popul...
Introduction There is a reason why the P/E ratio is commonly used by investors with respect to many industries but it is more useful for some companies than others. Sometimes past accrual earnings can give us an idea about the amount of cash that can be pulled out of a company from now until...
Thesis I was as bullish as any other investor who was lucky enough to have bought shares of Adobe Inc. ( ADBE ) a few years ago. However, I think now is the time to be rational as the company faces some significant risks in its Digital Media segment and is investing heavily in its lower ma...
The largest trade war in economic history to date . Those were the words used by China’s own Ministry of Commerce in March 2019 to warn about increasing tension between China and the United States. Since US President Donald Trump followed through on months of threats to impose sweeping...
FOMO Rally I can hear some of my readers saying "You've been hyping a sell-off, now you're saying we'll have a rally, what gives?" Well, first of all, I did catch that end-of-May 7% dive, so you're welcome. Secondly, I stated in my " Wall of Worry " note (has everyone read that by now?) cert...
Value investing is simple in concept, but not easy to do in real life. In a nutshell, value investing is about buying stocks for prices below the intrinsic value of the business. The idea is quite powerful and easy to understand, but finding undervalued stocks is much easier said than done. ...
In the last part of our series, Masters of Cloud, we had found Oracle (NYSE: ORCL ) to have the highest potential of turning out to be a dark horse. Source: Masters Of Cloud, Part 3: The Dark Horses Oracle had been in the news for its antics in the cloud market, which ranged from...
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Figma announced on Thursday that it will conduct a tender offer allowing investors, including current and former employees, to sell shares at ...
Oracle Corporation (NYSE:ORCL) shares are trading slightly higher on Wednesday. The Information reported that the company is re...
Oracle Named a Leader in 2024 Gartner® Magic Quadrant™ for Warehouse Management Systems PR Newswire Oracle recognized based on its Ability to Execute and Completeness of Vision AUSTIN, Texas , May 14, 2024 /PRNewswire/ -- Oracle has been named...