Oracle's Competitive Landscape

This chapter critically analyzes Oracle's standing in the tech industry, juxtaposing it with legacy players like IBM. It highlights Oracle's struggles in the cloud market, the implications of leadership changes, and customer retention challenges due to the stickiness of its relational database systems. The discussion also reflects on Oracle's revenue stability against declining trends of competitors, questioning its long-term growth potential in a rapidly evolving tech landscape.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

We bring back our Mastermind Group with Toby Carlisle and Hari Ramachandra, where we go around the room and we make a pick in the stock market. We talk about why we think there’s value, and we help troubleshoot each other’s picks.

IN THIS EPISODE, YOU’LL LEARN:

What is the intrinsic value of Diamond Hill Capital Management?
What is the intrinsic value of Oracle?
What is the intrinsic value of Footlocker?
Why Reliance Industries is a bet on the growth of India.
Why Preston is doubling down on Bitcoin.
Ask The Investors: How do I decide on the right discount rate to use?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance.
Mastermind Discussion Q3 2020.
Preston and Stig’s FREE resource, Intrinsic Value Index.
Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
Tobias Carlisle’s podcast, The Acquires Podcast.
Tobias Carlisle’s ETF, ZIG.
Tobias Carlisle’s ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple - Read reviews of this book.
Tobias Carlisle's Acquirer's Multiple Stock Screener: AcquirersMultiple.com.
Tweet directly to Tobias Carlisle.
Hari’s Blog: BitsBusiness.com.
Tweet directly to Hari.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

SimpleMining
Hardblock
AnchorWatch
Human Rights Foundation
Unchained
Vanta
Shopify
Onramp

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests Top books