PayPal is mentioned as a stock that investors who like Salesforce might also like, due to perceived cheapness.
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Salesforce Launches HUGE Share Buyback!
Playing FTSEApr 15, 2026
The creator discusses Salesforce's aggressive $25 billion share buyback plan funded by debt, questioning its brilliance or desperation. The move is contrasted with Charter Communications' past buyback strategy, which ultimately failed due to industry decline and rising interest rates. The creator expresses skepticism about Salesforce's strategy, especially given the AI threat and slowing growth, and notes similarities with Adobe's current situation.
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Adobe is seen as similar to Salesforce, facing the same threats and tackling problems in a similar way, making it difficult to justify holding both.
Charter Communications' aggressive share buybacks funded by debt have not worked for investors, leading to significant share price decline.
Salesforce's $25 billion debt-funded share buyback is viewed with skepticism due to AI threats and slowing growth, making its success uncertain.
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sell opened Apr 15, 2026
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