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Oracle

Discussed in 2 interviews.

Interviews

• Spring 2015 Matthew McLennan & Kimball Brooker First Eagle Investment Management Interview, p. 1 ↗, continues p. 5

  First Eagle's value approach and the influence of Jean-Marie Eveillard. Holdings they discuss include National Oilwell Varco, Bank of New York, Groupe Bruxelles Lambert and Oracle.

  Companies: National Oilwell Varco, Bank of New York Mellon, Groupe Bruxelles Lambert, Oracle InternationalDeep valueQuality compounders
• Spring 2012 Robert Luciano VGI Partners Interview, p. 2 ↗, continues p. 58

  'Concentrate capital in your best ideas.' Robert's approach follows Buffett closely; he explains his theses on Oracle and WD-40.

  Companies: Oracle, WD-40 Quality compoundersPortfolio construction