ORCL

As many readers will have seen, Oracle shares gapped up a bit on news that it has been selected by our government and by ByteDance to negotiate a partnership with TikTok. The nature of the partnership is quite undefined. The value add that Oracle might bring to such a partnership, other than its name is…

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This has been a week without a whole lot of drama in the software space so far as share price action. But there have been some interesting developments worth noting. My take on the week to date is that the software space continues to lead a relatively charmed life. On balance, while this year is…

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Oracle shares have been left as roadkill for the better part of two years. The company, while basically achieving operational performance that overall was pretty much consistent with its earnings guidance, regularly missed cloud growth estimates and its overall growth has been mired in low single digits. Thus far this year, Oracle has seen no…

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As I write this, Nutanix shares are up by almost 5%. The shares are up 25% since they made a low 10 days ago. Of course, that leaves them 28% below where they were at the end of August. There is a rumor circulating today that Nutanix is going to be bought or is negotiating…

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Usually, at this time, subscribers receive a weekly portfolio commentary. But unusual times call for unusual posts. Rather than reviewing how the market and stocks moved last weeks, I thought I would provide you with an overview of my perspective on valuing tech stocks in the wake of last week’s tumble. Obviously, Friday was a difficult day…

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We are in the process of revising the presentation of our portfolio to make it easier to read and more usable for subscribers. We hope to complete this in the next 10 days or so. Until that time, I will be providing commentary, but no charts. I hope you can all bear with me in…

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Color me very impressed. Color me a little blue in that I do not own this name. Color me a bit shame-faced in that my initial article did subscribers no favors and got the stock recommendation totally wrong. Sometimes this is a humbling business. One of the strongest quarters at scale I have seen from…

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Oracle announced the results of its fiscal Q3 after the close on Monday. The results were not particularly prepossessing-in-line, in terms of revenues, a bit better than expected in terms of operating margins and better in terms of EPS because of lower tax rate accruals in light of the new tax reform. Underneath the covers,…

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Oracle

Oracle announced earlier today that it would be hiring 1000 new sales staff across EMEA between now and the end of the calendar year. That is a relatively significant increase in just a single category in a few months’ time. It has been many years since Oracle has aggressively hired new sales personnel, in EMEA…

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Oracle

Oracle’s acquisition of NetSuite has been approved narrowly by NetSuite shareholders and the transaction will close today. I feel that the integration issues will turn out to be far greater than is commonly expected. I think that NetSuite has a totally separate architecture that Oracle will now be obliged to maintain for a gradually shrinking…

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