$VEEV

1 thesis
bullish 0%neutral 0%bearish 100%
Avg return (1d)
+0.8%
Win rate (1d)
0% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 9, 4:31 PM ET
$VEEVr/ValueInvestingDiscussionbearish
u/Teembeau · 36d ago9 prior · awaiting results
Medical CRM software provider; battered by AI nonsense

Portfolio (I thought I'd dump this and some discussion)

Veeva Systems serves a specialized medical CRM niche but has been battered by AI sector concerns. The author holds but implies near-term weakness despite specialization.

At post $211.86Now $260.80+23.1% since postedas of Sep 9, 4:31 PM ET
1d+0.8%
3d+8.8%
1w+11.7%
1m+34.2%
3m
6m
1y
original post →

End of results.