Overspend. Holy smokes. Feels like a company desperate for a new growth engine. Throwing 15B darts...
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Tableau’s EV at the time was $3.2b. Today’s deal done at $15.7b.
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Was just thinking about that!!
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“Larry Ellison owns 47%”

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And now Oracle owns Netsuite.
End of conversation
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Could have gotten it at less than 50% today's price.
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