Author Topic: CRM - Salesforce.com  (Read 50473 times)

brooklynvestor

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Re: CRM - Salesforce.com
« Reply #140 on: August 18, 2014, 12:31:50 PM »
I recently published on SeekingAlpha a detailed analysis of Salesforce's accounting for its product offerings. I thought this board might be interested to know about it:

Salesforce.com Should Disclose Profit Or Loss By Product Offering
http://seekingalpha.com/article/2429685-salesforce-com-should-disclose-profit-or-loss-by-product-offering


MYDemaray

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Re: CRM - Salesforce.com
« Reply #141 on: August 18, 2014, 08:51:59 PM »
Glad to know I'm in such great company short CRM. Always enjoy your posts.

Vish_ram

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Re: CRM - Salesforce.com
« Reply #142 on: January 03, 2015, 05:06:16 AM »
Revenue continues to grow at double digits. The firm is selling stock to pay debt.

At the end of bull run, this will one day be a good short. until then, it'll march on. This thread offers an education on tech valuations to budding value investors.

wbr

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Re: CRM - Salesforce.com
« Reply #143 on: January 03, 2015, 05:12:14 AM »
Revenue continues to grow at double digits. The firm is selling stock to pay debt.

At the end of bull run, this will one day be a good short. until then, it'll march on. This thread offers an education on tech valuations to budding value investors.

Chanos is short mainly because of accounting issues and not becasue of valuation. Tread carefully. (no pos)

jschembs

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Re: CRM - Salesforce.com
« Reply #144 on: February 13, 2015, 08:55:12 AM »
I've been out of CRM for a number of months, but have added aggressively to my short in the last two days. I think the thesis remains intact (slowing revenue growth will unmask issues in operating cash flow), and no one seems to be talking about FX impact. Additionally, 13.5 mm new shares are converting this quarter from the outstanding warrants. I'm curious if anyone else has revised thoughts.

Vish_ram

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Re: CRM - Salesforce.com
« Reply #145 on: May 05, 2015, 02:21:48 PM »

Palantir

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Re: CRM - Salesforce.com
« Reply #146 on: May 05, 2015, 07:13:40 PM »
This is why you don't short these things....
My Portfolio: AMZN, PYPL

jawn619

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Re: CRM - Salesforce.com
« Reply #147 on: May 05, 2015, 08:14:47 PM »
This is why you don't short these things....

+1. Get my face ripped off? No thanks.

Vish_ram

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Re: CRM - Salesforce.com
« Reply #148 on: November 19, 2015, 06:48:05 AM »
Revenue continues to grow at double digits. The firm is selling stock to pay debt.

At the end of bull run, this will one day be a good short. until then, it'll march on. This thread offers an education on tech valuations to budding value investors.

Another Q of solid revenue growth; hope folks covered their shorts.
http://www.wsj.com/articles/salesforce-com-raises-outlook-as-revenue-rises-24-1447884379

jschembs

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Re: CRM - Salesforce.com
« Reply #149 on: November 19, 2015, 07:55:13 AM »
Thankfully I covered at 70. Still think this thing doesn't pass the smell test, but obviously companies like the product.