YCG Investments
Brian Yacktman Comments on Oracle
September 17, 2018

Brian Yacktman Comments on Oracle

Oracle will likely need to constantly acquire businesses to transform and grow, and we don’t know whether or not they’ll be wise stewards over the capital they spend trying to achieve that growth,” Brian Yacktman, chief investment officer and portfolio manager of YCG Investments, told CNBC in an email. “But so far, after all that spend, they still have no growth to show for it, and that’s never a good sign.”