Oracle, as we mentioned, of course, that's the standout, seeing the sharpest rally in more than 30 years following earnings. And that's why our next guest is actually trimming it. Joining us now, Charlie Berinskcoy, vice chairman and head of investment group at Ariel Investments.Charlie, great to have you with us. Thanks for having me. Is this just portfolio management or do you have some question marks about the guidance that they gave.We're value investors at Ariel and we try and buy things when they're o ...