Thread regarding Oracle Corp. layoffs

As an investor you would have and will do much better investing in any of the other tech companies or the general market. Owning oracle share is for s---ers

As a shareholder, you are either long (and buying and holding) or short (and selling). I can't see how it goes any higher here, but you just never really know with these things. I've sold everything and am completely divested in Oracle.

It's s---c-dal only if you believe the company will be more valuable in the future than today. My thesis is use all the cash on buybacks, because Larry will only waste it with his c-appy stewardship. The company will never be more valuable than it is today. And if the company decides to chop itself into pieces afterwards after gaining more ownership over it's assets, possibly realizing greater return in pieces than its mismanaged whole, so much the better. You've got to stop thinking you're stuck in LE's stodgy central command and control like some Soviet apparatchik, and like a proper capitalist.

LE has borrowed billions with his oracle stock as collateral, when share prices goes down he has to give more collateral for the loans, which he may not have. So he has to keep propoinbip he stock or the lenders will sell it and he’ll lose control of the company. Not a happy situation. You can only use 50% of market value as collateral.

Maybe LJE wants to own 50% of the company and eventually make it private, it doesn't have to deal him Wall Street anymore

If a company sacrifices the long term for the short term then long term shareholders will be punished. It makes sense for a company to buy back stock if its own stock is a better investment than putting the capital to work to produce better products and more future revenue. However, given Oracle's lack of investment in data centers and its lack of investment in a productive development organization, it seems hard to justify the stock buybacks except as a short term boost to the stock price (and executives' options). It's also unsustainable even for the short term. Oracle has bought back $20 billion in 6 months when it generates $12 billion in cash in 12 months. It has substantially reduced its capital. Unless there's some miraculous turn around of its cloud business, these buybacks are are s---c-dal.

Shareholders are both short and long term. When you serve the long term, you serve only only a partial class of shareholders. A stock buyback serves the entire class. Of course some would prefer to do capital investments or get paid in dividends, but in terms of whether an exec is doing their fiduciary duty, a shareholder really can't complain.

I suppose that's a convenient anti-capitalist way to look at it but its not really the big picture. Even if you take the narrow view that a corporation's only responsibility is to make a profit for its shareholders, how that profit is generated is still important. is it a short term profit or a long term profit. which is really in the interest of the shareholders? investors are interested in the long term. speculators are interested in the short term.

The executives bosses aren't the workers of the company. Their bosses are the shareholders. The worker's bosses, on the other hand, are the executives. It's an inconvenient truth that explains everything. As a W2 wage slave, your job is to make the shareholders rich, and shareholder buybacks provide that instant gratification.