Anonymous
04/26/2022 15:50
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
Anonymous wrote:Anonymous wrote:So growth co's generally don't work well in a rising interest rate environment.. tech is mostly growth, they are quite active in M&A and investing in new technologies. The discount rate computation for future earnings is weaker in the current climate. Value plays will exceed growth plays near term
Are they still a growth company? Tech meant growth in the 90s when there really were not markets for these companies, but salesforce seems pretty mature to me at this point.
Good question.
Anonymous
04/26/2022 13:48
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
Anonymous wrote:So growth co's generally don't work well in a rising interest rate environment.. tech is mostly growth, they are quite active in M&A and investing in new technologies. The discount rate computation for future earnings is weaker in the current climate. Value plays will exceed growth plays near term
Are they still a growth company? Tech meant growth in the 90s when there really were not markets for these companies, but salesforce seems pretty mature to me at this point.
Anonymous
04/26/2022 13:14
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
PE Ratio (TTM) 115.01
Anonymous
04/26/2022 13:11
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
Is this (near) point in which tech companies usually start looking for new CEOs? A new CEO who can manage a new phase of the company’s existence?
Anonymous
04/26/2022 12:49
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
Anonymous wrote:Anonymous wrote:Anonymous wrote:Thanks. Employees are frustrated. Raises aren’t meeting COL. The CEO isn’t responding to employee questions and the Twitter situation has not helped. Keeping employees out of the loop is not helping.
That’s surprising, tech workers are in high demand everywhere it’s a very risky way to operate with your staff
It is strange … but it isn’t. People are leaving and coming back with pay raises, which frustrates people who have stayed. It’s not the first tech place that has experienced this with employees. Maybe there have been too many acquisitions?
Salesforce is no different than any of the tech platforms before it. They quickly grow, vastly overpay people, there’s a downturn and eventually they level off.
Anonymous
04/26/2022 12:15
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
Anonymous wrote:Anonymous wrote:Thanks. Employees are frustrated. Raises aren’t meeting COL. The CEO isn’t responding to employee questions and the Twitter situation has not helped. Keeping employees out of the loop is not helping.
That’s surprising, tech workers are in high demand everywhere it’s a very risky way to operate with your staff
It is strange … but it isn’t. People are leaving and coming back with pay raises, which frustrates people who have stayed. It’s not the first tech place that has experienced this with employees. Maybe there have been too many acquisitions?
Anonymous
04/26/2022 11:49
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
Anonymous wrote:Thanks. Employees are frustrated. Raises aren’t meeting COL. The CEO isn’t responding to employee questions and the Twitter situation has not helped. Keeping employees out of the loop is not helping.
That’s surprising, tech workers are in high demand everywhere it’s a very risky way to operate with your staff
Anonymous
04/26/2022 11:32
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
Thanks. Employees are frustrated. Raises aren’t meeting COL. The CEO isn’t responding to employee questions and the Twitter situation has not helped. Keeping employees out of the loop is not helping.
Anonymous
04/26/2022 10:38
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
So growth co's generally don't work well in a rising interest rate environment.. tech is mostly growth, they are quite active in M&A and investing in new technologies. The discount rate computation for future earnings is weaker in the current climate. Value plays will exceed growth plays near term
Anonymous
04/26/2022 10:29
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
They are a mature company with a ridiculously low earning per share. Outdated concepts like the level of profitability influencing the value of a company are making a comeback.
Anonymous
04/26/2022 10:25
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
The company made a lot of money but no one seems to know where it all went.
Anonymous
04/26/2022 09:05
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
Salesforce has a market cap north of $150 billion. The cost of the Superbowl ad doesn't cover the fuel bill for their corporate jets.
Anonymous
04/26/2022 00:52
Subject: What going on with Salesforce? Stock cratering well before Twitter non-sense …
The Salesforce CEO is on the board (maybe chair?) of Twitter. Salesforce was on the upswing but it’s stock has dropped a lot in the last year. Maybe they spent too much on their super bowl ad?