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Non-Tech : Kirk's Market Thoughts
COHR 157.96-5.2%Nov 11 3:59 PM EST
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To: #Breeze who wrote (19938)9/4/2025 9:33:12 AM
From: Kirk ©1 Recommendation

Recommended By
7kidstofeed

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We missed this old CRM Bingo! Congrats!

I heard Cramer going on and on about CRM and I even watched on my DVR his interview with his CEO buddy, Marc Benioff, where it seemed Marc wasn't really happy with Cramer and analyst questions.

cnbc.com
  • In a Wednesday interview with CNBC’s Jim Cramer, Salesforce CEO Marc Benioff defended the guidance his company issued — even as the the results disappointed Wall Street.
  • “Our results are absolutely fantastic and our guidance is also, you know, is always appropriately conservative,” Benioff said.

To me, the price action seems to be saying CRM is changing from a high growth company to a lower growth company and the PE ratio is adjusting for this.

Marc Benioff went off on how lower growth on a HUGE business is still a ton more dollars and free cash flow than others like PLTR.... Well, duh was my thought. THAT is why the market gives the high PE ratios to high growers... until they reach a certain size.

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