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Great Analysis! Potential yellow- or even red flag on valuation, I agree. However I think this may be a long term winner because TAM is not just the medical industry but also other industries heavy on regulations (beauty- and skinn care products, chemicals, etc). Veeva is potentially a "hidden monopoly" in a potentially very large and growing TAM - the kind of business you tend to find too expensive, but also the kind you keep regretting not getting in on "years ago".
It might be very difficult for Veeva to break into other regualted industries as they dont have experties. Furthermore, IQVIA has a much powrful monopoly on CDMS/CTMS due to thier data advantage. how do they outmaneuver IQVIA and how they further expand in QMS remains to be seen.
Their partners are the biggest companies and they have such a sticky model. Once the companies start using this data collection they risk losing it if they switch. Merck Abbott and abbvie use this system? No Brainer in growth trajectory. With the pharmaceutical industry growing bigger than ever and the need to constantly abide by the numerous regulations around them. Clear moat. Veeva is a champion long term.
Hey Daniel, great video. I already have a position in ABCL which is a company that was using data and AI to help Pharma companies develop vaccines and drugs. I thought they are the only one doing this but VEEV seems to have similar capabilities. Check out ABCL and let me know what u think of they compare.
Yup, I did a video on ABCL and I agree with you, its a great opportunity in a growing business that's been around for over a decade and is starting to really ramp up after developing a successful cv19 antibody with Eli Lilly. Healthy balance sheet, its valuated at like 2.5b today and they have about .8b in cash. I think theres a ton of tech based tailwinds in AI, big data, both of which I think are technologies really starting to show what they can do now as well as future potential is immense
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Take charge of your financial journey with expert investment insights, stock ideas and market commentary at www.unrivaledinvesting.com! Thank you to all the UNRIVALED INVESTING subscribers that keep this channel going!
Finally D brings us a winner! Not sure how this company isn't more well known.
What you talking bs
Great video: good research, great insights, super helpful valuation analysis at the end! Keep up the good work 👍
Thank you for the kind feedback! Subscribers at www.unrivaledinvesting.com keep this channel going!
Great Analysis! Potential yellow- or even red flag on valuation, I agree. However I think this may be a long term winner because TAM is not just the medical industry but also other industries heavy on regulations (beauty- and skinn care products, chemicals, etc). Veeva is potentially a "hidden monopoly" in a potentially very large and growing TAM - the kind of business you tend to find too expensive, but also the kind you keep regretting not getting in on "years ago".
Very fair point!
💯 agree
It might be very difficult for Veeva to break into other regualted industries as they dont have experties. Furthermore, IQVIA has a much powrful monopoly on CDMS/CTMS due to thier data advantage. how do they outmaneuver IQVIA and how they further expand in QMS remains to be seen.
Their partners are the biggest companies and they have such a sticky model. Once the companies start using this data collection they risk losing it if they switch. Merck Abbott and abbvie use this system? No Brainer in growth trajectory. With the pharmaceutical industry growing bigger than ever and the need to constantly abide by the numerous regulations around them. Clear moat. Veeva is a champion long term.
Great video just what I needed now that VEEV price fell a lot but still overvalued.
Beast of a company
Absolutely!
I would love to hear your opinion on OLED Stock (Universal display)
11:10 Peter Gassner worked at Salesforce and is very good friends with Marc Benioff. Not worried about that risk.
Hey Daniel, great video. I already have a position in ABCL which is a company that was using data and AI to help Pharma companies develop vaccines and drugs. I thought they are the only one doing this but VEEV seems to have similar capabilities. Check out ABCL and let me know what u think of they compare.
Yup, I did a video on ABCL and I agree with you, its a great opportunity in a growing business that's been around for over a decade and is starting to really ramp up after developing a successful cv19 antibody with Eli Lilly. Healthy balance sheet, its valuated at like 2.5b today and they have about .8b in cash. I think theres a ton of tech based tailwinds in AI, big data, both of which I think are technologies really starting to show what they can do now as well as future potential is immense
I held this stock and made great returns. Thankfully sold it before its decline.
Wow, nicely done!
Update
26 billion?! thats NUTS!!!! What upside are people playing for here?!
Can you do video for UIpath after results ?
boom! Just did!
I've seen some of your videos and I'm interested in trying out your quarterly service. Any trials or special offers available? Thanks.
I keep the prices at very low levels so that it's accessible to the everyday investor and I don't have to gameify purchase. Good luck on your journey.
@@unrivaled Fair enough. The reason why I asked, was that I actually read your Ts & Cs and promotions were mentioned in there. So I thought I'd check.
I thought you would do UiPath video first right after its earnings 🤔
Just updated!
@@unrivaled thank you for the good work, I just watched it.
Nongaap has very little value to me. Everyone looks good with nongaap. I mean they literally created it for that reason.
@@UziGameGP nope