Let's dive into Salesforce, one of the largest software companies in the world. After shares sold off after the Q1 result, we are looking at a prime opportunity to buy.
Benioff has been selling all the time for years. Easy to do when you spend lavishly on SBC. A big red flag is Salesforce again talking about M&A. They said a year ago they won't pursue m&a any more after the value destruction they've done in the past following the activist investors
True! I was not happy with this either. Seems like the company should have plenty of room to grow organically, which I would very much prefer. This is important to monitor going forward! Thanks for the input.
From the headline and the beginning of the article, I expected to only see the bull case. But I kept reading and got to the risks and the bear case as well. Nice job on presenting the good and bad points to Salesforce!
Creating Wealth With Creative Thinking https://open.substack.com/pub/michael880/p/creating-wealth-with-creative-thinking?r=3b6pw1&utm_campaign=post&utm_medium=web
Benioff has been selling all the time for years. Easy to do when you spend lavishly on SBC. A big red flag is Salesforce again talking about M&A. They said a year ago they won't pursue m&a any more after the value destruction they've done in the past following the activist investors
True! I was not happy with this either. Seems like the company should have plenty of room to grow organically, which I would very much prefer. This is important to monitor going forward! Thanks for the input.
From the headline and the beginning of the article, I expected to only see the bull case. But I kept reading and got to the risks and the bear case as well. Nice job on presenting the good and bad points to Salesforce!
Thanks TJ!