Oracle (ORCL): Exiting Position as Share Surge Narrows Margin of Safety

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2026 investor letter. The letter can be downloaded here. In Q3 2026, strengthening macroeconomic headwinds—rising interest rates, inflation, and elevated energy prices—weighed on equities, though AI enthusiasm buoyed index leaders. Mar Vista’s U.S. Quality Premier strategy returned +1.74% net in Q3 2026 (vs. the S&P 500’s +2.30%), aided by IT...