Simply put, I am putting forward a thesis that Oracle's (ORCL) revenue CAGR will be 9% over the coming 3 years, a value not currently endorsed by many other observers. But I have seen enough and read enough to give me the confidence to suggest that accelerated growth at Oracle is here - and that most estimates are underestimating the likely operational performance of the company. That is enough for me to rate the shares a buy - it has one of the least demanding valuations in the enterprise software space.
https://seekingalpha.com/article/4436580-oracle-lengthy-transition-finally-reaching-fruition
At the end of the article I noticed an interesting note:
Bert Hochfeld is a convicted felon. He was convicted in 2012 of misappropriating funds from a hedge fund that he operated.
Disclosure: I/we have no positions in any stocks mentioned, but may initiate a long position in ORCL over the next 72 hours. I wrote this article myself, and it expresses my own opinions.
So the guy who was convicted of misappropriating funds is telling you to buy Oracle because he is taking a long term position on it.
My thesis: Why would you buy stock in a company that is last to cloud, and has its own cloud in rented data centers that is not integrated with the other major cloud providers?
Why would customers knowingly introduce serious networking and latency issues to run their mission critical apps in AWS for example and suffer the networking and latency issues to creep out to Oracle's ancient 40 year old RDBMS technology running in a rented Equinix data center?
They won't. Not now not never.