Replies to post #26090 on Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

wahz...

I came very close to going long MERQ for a trade at just over 22 earlier this morning, but decided that ORCL's (I know, they are different types of software) reporting this afternoon might hold it back. Apparently not, and it is holding better than my KLAC in this second selloff.

Why do you and Zeev like it so much here? I have looked at the company and it looks like a much better short than a long to me - it has a good deal of debt, a high level of air on the balance sheet, and it looks very expensive to me. What am I missing?

mlsoft