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ORCLBEARISHCore thesis · 5/5

1991 crisis from sales culture and controls

The thesis presented was that Oracle's near-fatal 1991 crisis was caused by a 'hunting' sales culture, premature revenue recognition, and a lack of financial controls under Ellison's 'abdication' management style.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
ORCL: 1991 crisis from sales culture and controls · Zortix