u/No-Calligrapher-1649

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
VEEV long +14.6%
Worst Calls
No live losers yet
Most Mentioned
VEEV ×1
Recent Calls
VEEV long 3 weeks ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +14.6% Long Return +14.6% Short Return -
Average Return
7d +5.7%
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
VEEV Veeva Systems Veeva Systems
Long
May 13
$156.00
+14.6%
VEEV has no debt, $2B buyback, S&P 500 inclusion, and a PE at ~1/3 of historical peak; average analyst target implies 60% upside. These fundamentals, combined with a regulatory moat and upcoming earnings catalyst, suggest the market is mispricing the stock relative to intrinsic value. Long VEEV as a value play with a near-term catalyst (May 27 earnings) and strong operational tailwinds from the Salesforce transition. Earnings miss on May 27; longer-than-expected migration costs; AI disruption or new entrants in clinical trial software; broader tech sell-off.
VEEV has no debt, $2B buyback, S&P 500 inclusion, and a PE at ~1/3 of historical peak; average analyst target implies 60% upside. These fundamentals, combined with a regulatory moat and upcoming earnings catalyst, suggest the market is mispricing the stock relative to intrinsic value. Long VEEV as a value play with a near-term catalyst (May 27 earnings) and strong operational tailwinds from the Salesforce transition. Earnings miss on May 27; longer-than-expected migration costs; AI disruption or new entrants in clinical trial software; broader tech sell-off.
Healthcare
REDDIT
Showing 1 of 1 picks ยท sorted by mentions