My username has finally completed its purpose

5 yrs ago everyone thought $ORCL database business would be declining, seeing meaningful churn to newer NOSQL database technologies Fast forward to today, $ORCL disclosed at their Analyst day that the Database business has an net retention rate of 102% (includes px increase)

“Really not a good day to be short Memory & Semi Cap stocks, or be NYC Mayor Adams.” - Mizuho TMT Spec Sales Take a bow Jordan Klein

Coming around to the view that the lower the amount of expert calls I’ve done on a name, the more alpha I’ve made on that name Sometimes going too deep creates confirmation bias There just not much differentiation today by having that be a big part of process Less is more

Going through expert network transcripts & pretty glaring how poorly buyside uses expert networks The amount of analysts asking “experts” what they think about next year Street growth & margins is shocking These “experts” literally have no idea…that’s your job to figure out