$Salesforce.com(CRM)$ 🇺🇸💻 S-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Salesforce.com(CRM)$

🇺🇸💻 Salesforce $CRM One Pager

Is Salesforce a buy after the huge dip?

🏆 Score 6.2/10

🎯 My fair price estimation is around $240 (note that this is an average between 3 methods and the analyst consensus is high, increasing the average)

🐂 For the bull case

- The company is growing at a good rate

- Some elements (tableau, slack) are growing even faster

- The company has rarely been this cheap

- Results were good, reaction seems excessive

- A lot of cash available

🐻 For the bear case

- Some fear that AI will disrupt the business model (I don't but this won't help the valuation)

- SBC are very high, like for a huge part of the US tech stocks

- Capital efficiency is disturbingly low

What do you think of Salesforce?

DELL -20%! Is AIPC Dead?

DELL's revenue exceeded expectations, but adjusted operating profit fell short. Adjusted operating profit was $1.47 billion, while analysts expected $1.48 billion. ---------------- DELL is plummeting! Will we sell or hold? Is the AIPC concept dead?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Trading Journey
06-03
Trading Journey
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