Oracle: Start Tranching In (NYSE:ORCL)

Core Viewpoint - The stock of Oracle (ORCL) has experienced a significant decline of 30% in price, prompting a shift from a short-term sentiment trade to a focus on intrinsic value [1] Company Analysis - Oracle's stock was initially purchased based on short-term sentiment, but the strategy has evolved due to the substantial price drop [1] - The current position in Oracle is now viewed through the lens of intrinsic value rather than sentiment [1] Investment Position - The analyst holds a beneficial long position in Oracle shares, indicating confidence in the company's future performance despite recent declines [1]