Oracle's Growth Inflection - How Much, How Long, And How Profitable?

Core Insights - Oracle has been included in the Ticker Target portfolio for a couple of years, with the belief that a growth inflection was finally in view after years of mediocre growth [1] Group 1: Company Background - Bert Hochfeld, the author, has a strong background in economics and an MBA from Harvard, with extensive experience in the tech industry [1] - Hochfeld has worked for notable companies such as IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software [1] - He has been recognized for his work as a sell-side analyst, winning awards from the Wall Street Journal for his coverage of the software sector [1] - In 2001, Hochfeld established his own independent research firm, providing services to major institutions and hedge funds [1] - The Hepplewhite Fund, operated by Hochfeld, was rated as the best performing small-cap fund for the five years ending in 2011 [1] Group 2: Legal Issues - In 2012, Hochfeld was convicted of misappropriating funds from the hedge fund he operated [1] Group 3: Research Contributions - Hochfeld has published over 500 articles on Seeking Alpha, focusing on companies in the information technology sector [1] - He ranks in the top 0.1% of Tip Ranks analysts for his selection of information technology stocks and their subsequent successes [1]