Oracle: Multicloud A Recurring Revenue Engine (NYSE:ORCL)

Oracle Corporation ( ORCL ) is attempting to build a structurally different cloud business model that will be successful regardless of which hyperscaler (AWS, Azure, or Google Cloud) their customers use. To achieve this, Oracle has taken its Exadata hardware and is now physically deploying itAt Vega North we write about investments and portfolio construction for readers who care more about process than predictions. We test ideas with open data (FRED, filings, index/factor libraries) and reproducible noteboo ...