The last time I examined Oracle closely was in September 2023, following the company’s Q1 results. Back then, I viewed the shares as attractive at a price of $111, but these have since underperformed the market slightly, returning 15% against the S&P’s 17%. Furthermore, its share price performance is far below that of peers like Microsoft, Amazon, and even SAP.
In my buy side days I use to cover Cerner and for some weird reason loved the blue/green color scheme they use. Totally stole the color palette for my newsletter when I started writing.
You don’t have to convince the choir director here, I’ve been sold on Oracle FOREVER... Their unbreakable Linux... Just WORKS! SELinux takes a bit of adjustment, because Oracle loves security, and they expect you to love it too. After I left FreeBSD, I went to RedHat which was really great for labs and running personal websites as they were positioned perfectly to wrk with Open-source Apache 1.3. As the web transitioned IBM bean counters took over too pervasive in nickel and dime of the big corporate world, as understandable. But Oracle, I know, is larger than most... However, if you use their system they provide the old style wild west (at least 5GB) that allows you enough room to experiment most labs you can run FOR FREE FOREVER, well good idea to be running KVM and know your line commands, you’re good to go. In addition, in Oracle it is soooo easy to run virtualisation on ANY OPERATION SYSTEM. Now I did some early work with AWS but understand if it was not for Oracle, AWS would not exist. BTW you can virtualise anything you need to run Nvidia Generative AI and LLMs... Oracle is as solid as a rock.
That is interesting. I generally post something on Reddit and another platform. However, actual clicks to my Substack are generally rather low. Have you found any platforms to work well for this? I am definitely open to any suggestions. In the end, I have found it all to be about getting exposure.
Clicks from other platforms have generally been disappointing for me. Since I have a paid service on SA they won't allow me to link to my website. Last I knew they still allowed it for people who don't have a paid service on the site.
Tried talkmarkets, but the click volume was really low. I hadn't seen anywhere on Reddit worth posting. The site is good for some things, but garbage for stocks.
If you don't have a big social media following, I think the best thing is finding other authors for recommendations and cross posting. Recommendations are valuable, but many small authors waste theirs on sending traffic to the big platforms instead of other smaller authors.
Substack is incentivize to grow the biggest platforms so smaller authors really need to work together to get their growth engine going.
Indeed, clicks on other platforms are disappointing. Most of my traffic comes from within Substack. Reddit also sucks, indeed, but at least it can give quite solid visibility.
And yes, recommendations seem to work best! I have found that especially those from small authors, can work out quite well for both parties! Always happy to add more recs.
In my buy side days I use to cover Cerner and for some weird reason loved the blue/green color scheme they use. Totally stole the color palette for my newsletter when I started writing.
Oh, and great write-up :)
Thank you! And yes, the color palette is great, haha.
You don’t have to convince the choir director here, I’ve been sold on Oracle FOREVER... Their unbreakable Linux... Just WORKS! SELinux takes a bit of adjustment, because Oracle loves security, and they expect you to love it too. After I left FreeBSD, I went to RedHat which was really great for labs and running personal websites as they were positioned perfectly to wrk with Open-source Apache 1.3. As the web transitioned IBM bean counters took over too pervasive in nickel and dime of the big corporate world, as understandable. But Oracle, I know, is larger than most... However, if you use their system they provide the old style wild west (at least 5GB) that allows you enough room to experiment most labs you can run FOR FREE FOREVER, well good idea to be running KVM and know your line commands, you’re good to go. In addition, in Oracle it is soooo easy to run virtualisation on ANY OPERATION SYSTEM. Now I did some early work with AWS but understand if it was not for Oracle, AWS would not exist. BTW you can virtualise anything you need to run Nvidia Generative AI and LLMs... Oracle is as solid as a rock.
Now, that's a comment. Thanks for taking the time to share your experiences. Very valuable!
Have you considered posting your article to additional sites and linking back to the original here?
You're preparing good articles. They should get more viewers and if you do it that way you should see your followers grow much faster.
That is interesting. I generally post something on Reddit and another platform. However, actual clicks to my Substack are generally rather low. Have you found any platforms to work well for this? I am definitely open to any suggestions. In the end, I have found it all to be about getting exposure.
Clicks from other platforms have generally been disappointing for me. Since I have a paid service on SA they won't allow me to link to my website. Last I knew they still allowed it for people who don't have a paid service on the site.
Tried talkmarkets, but the click volume was really low. I hadn't seen anywhere on Reddit worth posting. The site is good for some things, but garbage for stocks.
If you don't have a big social media following, I think the best thing is finding other authors for recommendations and cross posting. Recommendations are valuable, but many small authors waste theirs on sending traffic to the big platforms instead of other smaller authors.
Substack is incentivize to grow the biggest platforms so smaller authors really need to work together to get their growth engine going.
Indeed, clicks on other platforms are disappointing. Most of my traffic comes from within Substack. Reddit also sucks, indeed, but at least it can give quite solid visibility.
And yes, recommendations seem to work best! I have found that especially those from small authors, can work out quite well for both parties! Always happy to add more recs.