Hidenburg banned in America and its report is not trustworthy

[MRI]

52 minutes ago, Anta Assamey said:

అదానీ ఒక కడిగిన ముత్యం ...

ఎవడి ఉఛతో కడిగారు ముత్యాణి?

[Anta Assamey]

Just now, MRI said:

ఎవడి ఉఛతో కడిగారు ముత్యాణి?

Answer చెప్తే Anti-Natiional అంటారు ఏమో...

[TOM_BHAYYA]

Nationalist Hub lo em cheppina desham kosam Dharmam kosame.. pakka vadu fraud ye aithe

[ZoomNaidu]

31 minutes ago, anna_gari_maata said:

Big business is a hunting ground ... the best hunter wins

U mean Hunter Biden 😃😃

[dasari4kntr]

3 hours ago, Moon_Walker said:

Can you throw some torch light on the impact of this on Salesforce stock in longterm?

 

As such, we believe that Salesforce is likely to undergo a serious transformation over the next 12-24 months. If the activists are successful in installing one or multiple board members, it is unlikely in our view that Marc Benioff will remain the CEO much longer (this isn't a surprise--he's actively been trying to find his replacement for some time).

Thus, for all the reasons outlined above, we approach Salesforce with caution. The abundance of uncertainty surrounding the stock will keep us on the sideline for the time being.

 

 

[dasari4kntr]

4 hours ago, Moon_Walker said:

Can you throw some torch light on the impact of this on Salesforce stock in longterm?

from internet...

 

My guess is that the tech crash has gotten so severe that renowned value investors are now licking their chops. While there is some speculation that the activist investors may want CRM to do some asset sales, I find such a move to be highly unlikely considering valuations today. Instead, it may be more simple than that: more layoffs. Valuations in the sector and at CRM have become curiously low in spite of the attractive unit-level economics. Each incremental customer in theory comes at minimal cost because they are sharing the same product - CRM merely needs to pay for the cloud computing costs. Perhaps these activist investors think that Wall Street simply needs to be reminded that these tech companies could show large margins if they wanted to, and more aggressive layoffs may accomplish that goal.

There is also the possibility that these activist investors want CRM to lever up their balance sheet and either aggressively repurchase stock or conduct M&A. CRM is no stranger to the latter but I’d expect share repurchases to be the preferred approach due to the immediate financial impact.

Salesforce's Stock Forecast

The weak macro backdrop is expected to lead to material deceleration in growth rates in the next year before accelerating again thereafter.

 

Yet at these valuations, perhaps a better take is that CRM might still sustain double-digit growth in spite of macro. What is driving the strength? On the conference call, management attributed their strength due to the “mission-critical” nature of the product because difficult times only increase the importance of customer relationships.

[hunkyfunky2]

4 hours ago, 8pm said:

 propaganda for telugu people

It has become worse to gutter quality... Scary to look at the subscribers