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Last up is enterprise software maker
ORCL). Oracle sells mission-critical software packages to firms that need database tools for everything from customer resource management to supply chain analysis. Because Oracle's software is integrated so tightly into firms' operations, customers have extremely high switching costs and competitors have big barriers to entry. But that positioning didn't spare the firm from selling.
On the valuation side, Oracle looks like a bargain with a hefty net cash position and substantial recurring free cash flows. But the market isn't interested in Oracle's valuation argument. Until it is, investors should steer clear.
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-- Written by Jonas Elmerraji in Baltimore.
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