Published: January 30, 2015
We are initiating coverage of Oracle Corporation with a BUY rating and a 24-month price target of $63. Oracle is a money machine that prints $1.2 billion in free cash flow per month. Oracle has an extremely valuable “razor and blades” business model, which is being substantially undervalued in it...
Published: October 04, 2013
Oracle is a great company at a great price. As management continues to return their $14bn in free cash flow to shareholders in the coming years the stock should re-rate materially higher. Attached is a write-up that is intended as a high-level overview of the company and discussion of why the sto...
Published: May 31, 2012
"In Salesforce.com we see a hyped company operating in an increasingly commoditized segment that is trying to maintain high levels of top line growth at any cost. So far it has achieved that by competing aggressively on price and adding revenue through acquisitions.
Published: May 31, 2012
"In Salesforce.com we see a hyped company operating in an increasingly commoditized segment that is trying to maintain high levels of top line growth at any cost. So far it has achieved that by competing aggressively on price and adding revenue through acquisitions.
Published: September 11, 2012
<strong>Salesforce.com (NYSE: CRM) -- $143.70</strong>
<em>(The following information comes directly from SumZero’s community of buyside analysts.) </em>
Wall Street Consensus on Salesforce.com: Buy
11 Strong Buy, 20 Buy, 6 Hold, 0 Underperform, 4 Sell
Wall Street Price Target
Mean: $1...