I am assigning Oracle (NYSE:ORCL) a positive risk/reward rating based on its accelerating growth rate, strategic healthcare expansion, discounted valuation, and asymmetric potential return spectrum. This report will be more condensed than usual, motivated by the following John Collison quote when interviewing Stanley Druckenmiller recently: “Invest then investigate.”

What Collison was referring to was Druckenmiller’s statement that (my paraphrase) sometimes you have to decide to buy before doing a full deep dive on an investment. My translation of this is that when there is heightened timing risk, considering competition with other investors, it is often advantageous to keep it simple to minimize opportunity costs, followed by a more thorough investigation.

Risk/Reward Rating: Positive

Opportunity costs are likely to be greatest when the preponderance of available information points toward an asymmetric risk/reward opportunity. I believe this to be the case with Oracle, especially considering its wide coverage in the analyst community and the associated information efficiency in the marketplace.

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