IBM: Don't Be Fooled By Recent Share Price Performance
IBM has delivered a positive return of nearly 20% over the past two years, but that has little to do with actual business performance.
539 Views
Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks
After losing nearly a third of its value, Amazon looks more attractive than a year ago.Investors should be mindful of recency bias when evaluating...
546 Views
Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
512 Views
The Oracle Playbook Goes Mainstream
Oracle's strategy is being acknowledged by one of its major peers - Salesforce. Oracle does not appear among the top three cloud infrastructure...
448 Views
Oracle: Key Considerations For Long-Term Investors From Yet Another Strong Quarter
The cloud application segment continues to deliver, the infrastructure side of the business deserves more attention, according to analysts and...
391 Views