March’s Monthly Podcast replay is now live in our online community here.
Join our online community here (free) and watch the replay along with all other replays.
By popular demand, this month’s podcast featured a reverse discounted cash flow (DCF) case study on one of the most popular names in the AI race: Oracle (ORCL). Back in November, we warned that the company was in trouble and would have to cut spending or dilute investors to stay in the AI race. Now, after the stock crashed, we reviewed what our best-in-class valuation models reveal about the current valuation and expectations for future growth baked into the stock price.
Then, we held an earnings watch party! We compared reported earnings to true Core Earnings for the three largest companies reporting earnings this week:
- Oracle (ORCL),
- Adobe (ADBE), and
- Wheaton Precious Metals (WPM).
Here’s an outline of the podcast.
- 00:00 Welcome
- 00:30 Research Recap and Agenda
- 01:34 Upcoming Member Trainings
- 02:14 FinSight AI Is Here
- 03:59 Oracle Red Flags
- 08:27 Reverse DCF Walkthrough
- 15:33 Tech Turns Asset Heavy
- 19:30 Mini Earnings Watch Party
- 23:40 Replay and Community Wrap Up
This month’s podcast originally aired live on March 13, 2026.
This article was originally published on March 13, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
Questions on this report or others? Join our online community and connect with us directly.