Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...

Are you going to be at the SEAT Conference next week in Charlotte? If so, please let me know. I’ll be attending at least one day of programming Monday or Tuesday and would love to connect if you’re ...

Congrats on your new job, Jay Prasad. There’s a lot of work to do! Those aren’t my words — they’re his as the new CEO of Owl AI, a move announced last week. In our catch-up conversation about his new ...