This stock is a true gem. We are talking about a 200 Billion dollar company which is an industry leader in tech, with 80% gross profit margin and 40% EBITDA margin, which is still somehow undervalued. This is not going to last for long and I see this is a massive opportunity.
👏👏👏 Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
👏👏👏 Big shout out to our growing list of Patreons. For those of you want (and can) support our channel, here is how you can help: https://www.patreon.com/user?u=13016082
Well, I missed seeing this when first posted. 12/21 now…you were right. I missed this run up. Arg.
Do you do CF analysis requests? I'm looking at KNOP, FRO, GOGL, and SNT
What do you think of them now they lost google 🤣🤣
A lot of butt hurt IT people in here. The pt is… who cares as long as the business is consistently putting out 25% net margins and slowly growing revenue. If they can maintain market share for 8-10 yrs, you're going to outperform the market investing in oracle at this level of value.
I think Amazon with AWS, Microsoft with Azure, and perhaps Google are way ahead of the competition. Alibaba can be a good pick if the price is good, and I also like Salesforce (ticker CRM). Not sure about IBM, I will look into them.
@Tom Nash – Pehraps this stock is overvalued historically look at how it executed cloud, MYSQL, JAVA, Solaris 10 and community along with other acquisitions – greedy company I am a bear since they dont like us we dont like them either.
I worked with their product and i dont like their product. I stay away from companies whose product i dont believe in.
No growth in oracle man. The fundamentals don’t show everything. I’ve held oracle for years and made hardly any return.
Hi Tom, will you do a video on Vertex Pharmaceutical? I think it's a great company that is now an sale for no real fundamental reason.
According to you, what would be the share price of oracle in the next 4 years?
I think you are quite wrong regarding Oracle's future.
They have no chance to win over the cloud Market.
This area is already occupied by AWS, GCP and Azure. All of these products are years ahead of what Oracle has. Their version of cloud is overpriced and not competitive at all.
Their main revenue streams come from big business, yes, but that is because these companies have once opted for Oracle DB products and now they are locked in a legacy systems which Oracle charges them big money to maintain.
Toxic business model, no innovation.
I like Oracle but I prefer Morpheus.
Sounds like the retailer Sears Roebuck in the late 1990s – a company successfuly coasting along with record profits based on its name recognition and decades-long reputation, rather than innovation. At that point Sears could have become an e-commerce leader that would rival Amazon nowadays, but they threw away the opportunity. The leadship at Sears didn't make any serious efforts to stay ahead of the competition. A few years later the stock was tanking and they were getting bought out by a cut-rate competitor. Sears is now a shadow of its former self.
Tom what do you think about Ignites claims about a profitable 4th quarter aNd especially about the 5m profit fort December?
thank you brotha straight to the point news
I agree completely.
Hi Tom, love your videos but I am curious to know why you didn't talk about Oracle's acquisition (would be) of TikTok? Is that gonna play a role in their upside?
As a DevOp I have to respectfully disagree with this. But thank you!
guys… get some KODK, TTOO, and ABEV shares right now to ride those up 🤑
Never buying stocks of a company that produces accounting software this shitty
Hello Tom, what about starting a series of evaluating also index funds? I would like to hear your evaluation for NASDAQ.
My issue with Oracle is they are becoming more and more disliked in the IT world. Companies are very motivated to find ways to get Oracle off their books – at some point down the line I expect them to go into a pretty quick free-fall.
Can you cover TEVA, it would be interesting to do a possible recovery breakdown. Generics will be the focus of 2021.
Thank you once again for a great video Tom. I love what you are doing but I can not see your motivation to why? What do you get out of it?
For me there is two alternatives- 1. Good spirit (be the change you want to see in the world – "Gandhi style".)
2. You have a passion for making videos.
Personally my money is on 1 alternative.
But who knows surprise me brother.
Nevertheless f:ing love learning from your videos. Huge Thanks Tom im ever grateful
oracle cloud is a piece of crap
Why did you take down the understanding a stock metrics/balance sheet 101 video ?
Hey Tom, I love your channel because you don't blablabla (;
A question, when do YOU sell your stocks? What is the reason to sell?
Developers hate Oracle due it it's history with opensource community and for ruining java and the CEO is a douchbag
Great content as always Tom. IMHO, Oracle is like a 'mismanaged' Tesla. Within Oracle, there are at least 5 super small companies. Didn't the founder of zoom create webex for Oracle that never really grew? He left, created zoom and is now crushing webex. I think Oracle will blow up the day Larry Ellison leave, so I humbly disagree with you Tom about owners. It works if the owner is capable. Also, the Chinese giant Huawei used to manufacture everything for Oracle until they stole all their IP, and became competition and even superior. Larry is too content with his wealth. Elon was in diapers when Oracle was formed but has eclipsed him In wealth. The mission statement makes all the difference.
Hey Tom! Can you do one on Sea Ltd?
Anyone got thoughts on Anaplan? ($PLAN) I see that 5/Top25 on TipRanks have set "buy" targets in the past month. Its some sort of SaaS, but it's only $10B in Market Cap. Their YT only has like 3.5k subs, but 4-5 days ago, they made an announcement on it saying they're working with Google now. Any thoughts/criticisms on the company?