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  • Featured ncr e765763924

    Massive Secular Tailwinds Drive Big Value in NCR

    Published: March 06, 2014

    I believe there are several catalysts which will allow long-term shareholders to realize value in the stock over the medium term. An improvement in product mix towards high margin software sales should lead to the bottom line outgrowing revenue. Additionally, the company will benefit in the futur...

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  • Featured orcl

    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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