Subject
Oracle > cost of debt
Quote from Video
I estimated Oracle's cost of debt after tax cost of debt at 6%.
“I estimated Oracle's cost of debt after tax cost of debt at 6%.”
3m41s• 16,260 views
View Video at Timestamp →
Oracle
Detailed view for this entity.
Organization
WikidataClaims made by or about Oracle
Sorted into three lenses: who is speaking, what is being said about them, and where they are aligned or in conflict.
Total: 51
Claims where this entity is speaking directly or being quoted.
Subject
Oracle > cost of equity
Quote from Video
if you compare that with the cost of equity, which is 13.16%, you can see how much lower the cost of debt is compared to the cost of equity.
“if you compare that with the cost of equity, which is 13.16%, you can see how much lower the cost of debt is compared to the cost of equity.”
3m59s• 16,260 views
View Video at Timestamp →Subject
Oracle > quarterly financial results
Quote from Video
Oracle reported quarterly financial results that disappointed stock market investors. As of this recording, the price is down over 12% on the day after the announcement.
“Oracle reported quarterly financial results that disappointed stock market investors. As of this recording, the price is down over 12% on the day after the announcement.”
0s• 20,370 views
View Video at Timestamp →Subject
OpenAI > more than $30 billion
Quote from Video
The biggest risk is from OpenAI which has committed to spending more than $30 billion on Oracle infrastructure services over the next 5 years.
“The biggest risk is from OpenAI which has committed to spending more than $30 billion on Oracle infrastructure services over the next 5 years.”
1m39s• 6,180 views
View Video at Timestamp →Subject
Oracle > a buying opportunity
Quote from Video
So, it's hard for me to be extremely bearish on Oracle. I think the stock could play out. I don't think it's a bad buying opportunity, but I was just trying to highlight the risks.
“So, it's hard for me to be extremely bearish on Oracle. I think the stock could play out. I don't think it's a bad buying opportunity, but I was just trying to highlight the risks.”
9m21s• 6,180 views
View Video at Timestamp →Subject
Oracle > vulnerable
Quote from Video
if something goes wrong, uh Oracle is in a very vulnerable position and they will likely be in trouble.
“if something goes wrong, uh Oracle is in a very vulnerable position and they will likely be in trouble.”
9m37s• 6,180 views
View Video at Timestamp →Subject
Oracle > cash flow
Quote from Video
Oracle has the cash flow in their favor. Net debt to IBIDA.
“Oracle has the cash flow in their favor. Net debt to IBIDA.”
32m49s• 9,107 views
View Video at Timestamp →Subject
Oracle > highly debt driven company
Quote from Video
Oracle is a highly debt driven company. So, high risk, high reward to say the least.
“Oracle is a highly debt driven company. So, high risk, high reward to say the least.”
33m43s• 9,107 views
View Video at Timestamp →