If you are looking for the best ideas for your portfolio you may want to consider some of Ensemble Capital’s top stock picks. Ensemble Capital, an investment management firm, is bearish on Oracle Corp (NYSE:ORCL) stock. In its Q4 2019 investor letter – you can download a copy here – the firm discussed its investment thesis on Oracle Corp (NYSE:ORCL) stock. Oracle Corp (NYSE:ORCL) is a computer software company based in California. The stock is up 1.4% since the Ensemble Capital’s pitch...





