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    Oracle Is Misunderstood and Fully Mispriced

    Published: October 04, 2013

    Oracle is a great company at a great price. As management continues to return their $14bn in free cash flow to shareholders in the coming years the stock should re-rate materially higher. Attached is a write-up that is intended as a high-level overview of the company and discussion of why the sto...

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    SumZero vs. Wall Street: Salesforce.com (NYSE: CRM)

    Published: May 31, 2012

    "In Salesforce.com we see a hyped company operating in an increasingly commoditized segment that is trying to maintain high levels of top line growth at any cost. So far it has achieved that by competing aggressively on price and adding revenue through acquisitions.

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    SumZero vs. Wall Street: Salesforce.com (NYSE: CRM)

    Published: May 31, 2012

    "In Salesforce.com we see a hyped company operating in an increasingly commoditized segment that is trying to maintain high levels of top line growth at any cost. So far it has achieved that by competing aggressively on price and adding revenue through acquisitions.

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    SumZero Contrary View: Salesforce.com (NYSE: CRM)

    Published: September 11, 2012

    CRM

    <strong>Salesforce.com (NYSE: CRM) -- $143.70</strong>

    <em>(The following information comes directly from SumZero’s community of buyside analysts.) </em>

    Wall Street Consensus on Salesforce.com: Buy
    11 Strong Buy, 20 Buy, 6 Hold, 0 Underperform, 4 Sell

    Wall Street Price Target
    Mean: $1...

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