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Veeva's #1 Biopharma Customer CRM Contract Loss: A Red Flag Like No Other

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January 15, 2014, 6:30 am

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Veeva: Analyst Negligence Has Gotten Obscene

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January 15, 2014, 10:41 am

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Veeva: 'Back To School'

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January 16, 2014, 6:00 am

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Veeva Unanswered Questions: A Little Transparency Would Be Nice

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March 4, 2014, 9:23 am

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Veeva: Irrefutable Proof Of TAM Overstatements, CRM Seat Saturation, Drastic...

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March 13, 2014, 7:00 am

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Is Morgan Stanley's Veeva Upgrade A Belated April Fools Prank?

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April 2, 2014, 7:37 am

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Veeva Systems: A Top 20 Competitive Displacement, Customer Dissatisfaction,...

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April 10, 2014, 6:30 am

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Veeva: J.P. Morgan's Research Razzie And The Q1 TAM Conference Call

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June 17, 2014, 6:50 am

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A Hitchhiker's Guide To A Reflating Tech Bubble: Short Workday

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June 17, 2014, 8:06 am

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El Pollo Loco: PE 'Bust-Out', 20+ Years Of Failed Domestic Expansion, Pre-IPO...

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August 21, 2014, 2:00 am

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Panera: Why We Went From Short To Very Long

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November 19, 2014, 8:52 am

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Veeva: Sanofi's Pass On Veeva, Collapse Of CRM Businesses Growth Rate, ASPs,...

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December 5, 2014, 6:30 am

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Medidata: A Short Thesis

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April 1, 2015, 5:00 am

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LinkedIn Should Acquire Cornerstone OnDemand

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May 1, 2015, 7:16 am

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Mobileye: A Very Compelling Short Thesis

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August 19, 2015, 2:00 am

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Mobileye: Tesla/GeoHot Controversy Just The Tip Of The Iceberg

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December 21, 2015, 9:05 am

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Veeva: Why We Went Long Our Former Favorite Short

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January 21, 2016, 7:00 am

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Ultimate Software Group: The Last Man Standing In SaaS And The Most...

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February 8, 2016, 11:55 am

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Medidata: Why We Went Long And Why IBM Might Acquire It

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July 13, 2016, 2:00 am

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Nimble Storage: Why We Went Long

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February 28, 2017, 8:10 am

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