All are welcome to join us for our next live podcast on Friday, March 13 at 12pm EST.
You ask. We deliver.
By popular demand, this month’s podcast features reverse discounted cash flow (DCF) cases studies on one of the most popular names in the AI trade: Oracle (ORCL).
We predicted that the company would have to cut spending or dilute investors to stay in the AI race. Now, after the stock crashed, come see what our best-in-class valuation models reveal about the current valuation and expectations for future growth baked into the stock price.
This month’s podcast will also feature a mini earnings watch party! We’ll analyze the narrative of reported earnings vs. the reality of Core Earnings for the three largest companies reporting earnings this week: Oracle, Adobe (ADBE), and Wheaton Precious Metals (WPM).
Join us this Friday!
We’ll also discuss our research, review topics and posts from our online community, and more.
Get any questions to the front of the line by posting them ahead of time here.
For replays of past live podcasts, click here.
This article was originally published on March 11, 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.