Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul><li>The unprecedented amount of liquidity is having profound implications for high growth tech companies.</li><li>Expected topline growth rate has become the number one business valuation driver in the cloud space.</li><li>The hidden risk of rising interest rates and fading momentum trade is often left unaccounted for, which could soon create serious problems.</li></ul>

The unprecedented amount of liquidity is having profound implications for high growth tech companies.Expected topline growth rate has become the number one business valuation driver in the cloud space.The hidden risk of rising interest rates and fading momentum trade is often left unaccounted for, which could soon create serious problems.

The Cloud Space In Numbers: What Matters The Most

<ul>
<li>After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.</li>
<li>The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.</li>
<li>The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.</li>
</ul>


After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.
The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.
The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.


Oracle: The Turning Point Of The Business

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The Cloud Space In Numbers: What Matters The Most

The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...

Vladimir Dimitrov, CFA

Oracle: The Turning Point Of The Business

After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week. The company...

Vladimir Dimitrov, CFA