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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The Platinum International Technology Fund recorded flat performance for the December quarter, finishing 2025 up 13%. The fund is...
— Jimmy Su
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Other investors who've written on Veeva Systems Inc.
Veeva provides specialised cloud-based software designed specifically for the pharmaceutical and life sciences industries.
Veeva Systems has traded down alongside the broader application software space despite showing outstanding financial performance and maintaining a massive cash cushion. Its vertical-specific software...