Market, Earnings, & Veeva (VEEV) - June 7, 2025

Market, Earnings, & Veeva (VEEV) - March 15, 2025

Veeva System (VEEV) Q4'25: Sticky and Independent

📊 PRO: This Week in Visuals: CRM, PDD, CRWD, LOW, DELL, TGT, VEEV, ADSK, HPQ, LULU, BBY, MDB, OKTA, NTNX, CHWY, BIRK, ESTC, S

Market, Earnings, & Veeva (VEEV) - August 31, 2024: Market commentary, portfolio company earnings results, and a deeper look into Veeva Systems (VEEV)

Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited: FTNT's steadiness, CRWD's valuation, VEEV's competition, Sea's execution

Veeva Systems (VEEV) - Overcoming Seven Key Risks, A Sleep-Well Investment? [Part 2]: What are the key ingredients that can help Veeva endure challenges and its fair value?

Veeva Systems (VEEV) - A Leader In Life Science With Seven Critical Risks [Part 1]: Once touted as the next Salesforce, the CRM and R&D cloud platform leader in life science is trading at record low valuation 25xFCF. Is it still a wonderful business?

Earnings Review 5/31 - 6/3: Review of earnings for the week ending 6/3 - $CRWD, $ESTC, $MDB, $VEEV

Veeva Systems (VEEV): A dominant force in life sciences cloud solutions

Mazwood Memo #7: $STNE $OKTA $VEEV $SPOT $MTCH $AMZN $ROKU