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Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)

Yet Another Value Podcast

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Navigating Oracle's Waters

This chapter critically analyzes a biography of a major tech figure, contrasting his passion for boating with the intricacies of Oracle's technology and marketing. It also explores the challenges large companies face during tech transitions, particularly in ERP upgrades, while questioning the future value of Oracle's offerings in terms of stock performance.

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