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  15 Reasons Why Oracle Is a Perfect Buffett-Style Pick

  Published: January 30, 2015

  ORCLCSCOAMZNSAPCRMAAPL

  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...

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  Oracle Is Misunderstood and Fully Mispriced

  Published: October 04, 2013

  ORCLCRMAMZNSAPIBM

  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...

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