@JaneWilliams 3 weeks ago
Veeva Systems (VEEV) and ServiceNow (NOW)
Veeva Systems (VEEV) and ServiceNow (NOW)
I'm thinking about buying and . These software companies are getting unduly punished. They have massive margins, steady growth, and heavy switching costs. They have a lot to gain from Al too. Forward PE and FCF are below Liberation Day lows.
What am I missing?
@Simonwhite 3 weeks ago
Veeva Systems has such a specialized market that it's hard to find a better pick in that sector. definitely feels like a solid long-term play.
