Tim Beyers
๐ค SpeakerAppearances Over Time
Podcast Appearances
So, good foreign revenue, not as great on domestic shores.
All right, let's talk Salesforce.
Salesforce has closed over 12,500 agent-forced deals since launch, and more than 6,000 of those are being paid deals.
Salesforce is really ramping up its AI.
Yes, but Salesforce is now trading for a premium that is going to be hard to justify as the AI hype starts to die down, even with all that free cash flow.
All right, fools, that's yes and.
Let us know what you think about the yes and game.
Let us know what you think about our broken breakers and which broken breakers make the most sense for you.
Do check out when you want to hear more, if you want to hear more about dark clouds you can see through and all of the various Rule Breaker trades.
Please check out David Gardner's new book, Rule Breaker Investing, for those who want
want to learn the long-term benefits of compounding in high-growth, high-quality companies, it's a great place to start.
Thanks to Rick and Carl for joining me today.
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Please also tune in tomorrow when Emily will have a bit more Rule Breakery content for you.