Tag: Oracle

Big Bubbles Get Bigger

Big Bubbles Get Bigger

To borrow a line from one of America's all-time great CEOs, Dr. John Malone - "Big Bubbles Get Bigger - Little Bubbles Disappear" There is less surface tension as bubbles rise thus they continue to expand. The same is true of technology companies both from an M&A perspective as well as from a competitive standpoint. … Continue reading Big Bubbles Get Bigger

How AI Will Conquer Financial Services<span class="badge-status" style="background:red">Premium</span> 

How AI Will Conquer Financial ServicesPremium 

From Chat bots to Ambient AI. Cloud-based AI and Machine Learning technology is readily available. Large technology platform companies such as Amazon (Alexa), Google and Microsoft (Azure), encourage third-party developers to build applications and services on top of their core AI and Machine Learning platforms. This enables developers to focus resources on building value through … Continue reading How AI Will Conquer Financial ServicesPremium 

Corporate Amercia – We Are Not Fans of Share Repurchases – Invest Your Capital!

Corporate Amercia – We Are Not Fans of Share Repurchases – Invest Your Capital!

Recently Oracle's Board authorized an additional $12 Billion to the Company’s share repurchase authorization. We are not fans of share repurchases and fully understand why institutional investors like them - they reduce share count, boost EPS and mitigate downside risk. We hosted a recent podcast on the subject: Our view is that share repurchases imply … Continue reading Corporate Amercia – We Are Not Fans of Share Repurchases – Invest Your Capital!