Oracle is not a high-quality company by the speaker's standard, and he does not own it in his portfolio. No supporting reason is offered.
Bearish
“The Stock Market Is About to Make a BIG Move”
Mark Roussin, CPAPublished Oct 20 · 1 passage
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Companies like Cororeweave or Oracle, those are not highquality names in my book, nor will you find them in my portfolio.