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To: Bob Rudd who wrote (78487)11/11/2025 12:29:33 PM
From: Sean Collett  Respond to of 78774
 
OT: Cassandra

Harshu and I have been discussing this on the Bear! thread.

My initial post with some grabs from 10-K/Q on this + view on ORCL FCF & SBC: 273

My second one where I have an example of Waste Management doing something similar from 1992-1997: 278

The post from EndGame reads as a copy/paste of AI which is ironic.

-Sean



To: Bob Rudd who wrote (78487)11/11/2025 12:59:06 PM
From: Madharry  Read Replies (1) | Respond to of 78774
 
thanks for the post. I just added BATRK, tracking stock of the Atlanta Braves after reading a write up on it at VIC. Makes sense for me- another inflation protected unique asset. that seems cheap at current prices. Lets face it 30 major league baseball teams. How many billionaires?