Oracle's Delphic Announcement

Erik Kobayashi-Solomon

September 19, 2013

This post relates to two IOI Tear Sheets we published about Oracle ORCL: Long Diagonal Investment in Oracle Levered Stock Investment in Oracle There are three parts to this post: Investment performance update Oracle's Delphic Announcement Tweaks to Oracle's fair value estimate Investment Performance Update Long DiagonalThe IOI Tear Sheet specified selling ORCL puts struck …

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