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Strategies & Market Trends : Bear! -- Ignore unavailable to you. Want to Upgrade?


To: Sean Collett who wrote (279)11/12/2025 12:52:17 PM
From: Sean Collett  Respond to of 291
 
RE: ORCL
Reanalyzing I got ahead of myself on the FCF portion as I should have added it back to depreciation which leaves cash flow unchanged. Doesn't change the EPS situation though as they got the boost but I was wrong on cash flows.

So my accounting mistake there!

The SBC situation is the same as well. Regardless highlights Burry isn't off here as the EPS improvement is decent and overstated and market had been responding.