Oracle

Did Oracle Purchase Cerner at a Bargain Price?

Introduction Tech powerhouse Oracle (ORCL) announced the purchase of the health records company Cerner (CERN) through an all-cash tender offer of $95 per share.  With this video I will illustrate whether (or not) Oracle purchased Cerner at an attractive valuation.  Moreover, we will discuss the potential acceleration in growth that Cerner might provide to Oracle.  …

Value Investing Is A Long-Term Strategy and Should Be Judged Accordingly

Introduction Almost by definition, value investing rarely performs well in the short run.  This is especially true when you are in a strong bull market like we’ve been in since March 2009.  Most companies as represented by the S&P 500 are currently trading at fundamental multiples that are significantly above historical norms.  Below is a …