by Erik Kobayashi-Solomon | Apr 4, 2018 | Research
We reviewed database and application software giant, Oracle’s ORCL, third quarter earnings announcement in a note published on March 21, and posted an updated model and Valuation Waterfall a week…
by Erik Kobayashi-Solomon | Mar 31, 2018 | Research
In a recent article on an investing website, an analyst suggested buying technology consulting giant Accenture (ACN) upon the recent market pull-back. Long-time Framework member and partner, Sheila Chesney, wanted…
by Erik Kobayashi-Solomon | Mar 28, 2018 | Research
After reviewing Oracle’s results and posting an article comparing our past operating forecasts to the company’s actual results, we have refreshed our valuation assumptions and revalued the company. Long story…
by Erik Kobayashi-Solomon | Mar 26, 2018 | Research
Brave Eagle Wealth Management’s founder, Robert Ruggirello, CFA, has been doing some very detailed and thorough valuation work on a misunderstood Industrial REIT called Gramercy Property Trust (GPT) and sees…
by Erik Kobayashi-Solomon | Mar 21, 2018 | Research
While Oracle’s stock price was falling today, I was taking a look back at our valuation model, comparing the firm’s actual results to what we had forecast in the model…
