from: https://seekingalpha.com/article/4107969-oracle-reluctant-bull-lifts-horns
I confess it - Oracle (ORCL) is a company whose shares I dislike recommending. I simply do not like the culture or the personalities of the leadership. And it is difficult to recommend the shares of a company whose leadership is happy to be economical with the truth. I will never feel that Oracle is a "top" pick or a company whose customers love it or a company on the cutting edge of technology. Being as economical with the truth as the company management can be during their presentations and conference calls leaves me to believe they have a great surplus of that commodity stockpiled around their silos on Redwood Shores.
I think that some writers on this site continue to exaggerate the potential of this company given its set of solutions and the competitive environment. I think it is well for investors to understand the limitations in terms of operational performance that will constrain future growth of the company. I think Oracle remains a share donor and that it will be donating shares for a long time to come. Investors should realize that over time, the optics of the very high cloud growth that is advertised by company management every conference call will start to fade