Did Oracle Purchase Cerner at a Bargain Price?


Tech powerhouse Oracle (ORCL) announced the purchase of the health records company Cerner (CERN) through an all-cash tender offer of $95 per share. With this video I will illustrate whether (or not) Oracle purchased Cerner at an attractive valuation. Moreover, we will discuss the potential acceleration in growth that Cerner might provide to Oracle. But perhaps most importantly, this video provides clear and undeniable evidence of the fundamental relationship between a company’s stock price and its operating results over the long run. The key to value investing is positioning yourself to be able to participate fully in the results the business produces on its shareholders’ behalf.

FAST Graphs Analyze Out Loud Video on Cerner and Oracle

Disclosure: Long ORCL