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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.
Declined ~25% as 14 of its top 20 customers will transition to the new CRM platform (vs 16 expected), but the revenue impact will be small and offset by new module expansions and growth in R&D.
— Jimmy Su
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Other investors who've written on Veeva Systems, Inc.
Veeva Systems, Inc (VEEV) was the largest contributor to Portfolio performance during the quarter. The company develops...
Veeva Systems Inc. ($VEEV) develops specialized cloud-based software solutions, clinical data suites, and customer relationship management (CRM) platforms specifically tailored for the global life sciences and pharmaceutical industry. The investment manager...
Veeva provides specialised cloud-based software designed specifically for the pharmaceutical and life sciences industries.
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