Workday: The Rough Path Towards Profitability
Workday's share price is at risk of a downward multiple repricing. GAAP profitability would be very hard to achieve, according to recent rhetoric.
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Salesforce: The Market Is Once Again Missing The Forest For The Trees
Most of the red flags that I have outlined before are now being taken care of, but I remain cautious for the time being.
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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...
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Salesforce.com's Upcoming Earnings: 3 Things You Need To Know
GAAP operating profitability will be in the spotlight as the company lays off a significant amount of its workforce. The level of share buybacks...
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