$CRM Perspective: 3 days ago, this printed $160. Today $143. So the Co-CEO (who wasn’t really a CEO) departs, and this warrants a 10% haircut? Whatever. Thank your lucky stars people because this is a gift. Just under $10.6B in cash, FCF approaching $6/sh! Historically low valuations. $40 BILLION a yr in rev’s (2025). One of the lowest long-term debt to capital ratios in the entire industry. No brainer if you have more patience.
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