Veeva Systems: Optimism Ahead Of Q2 Earnings Release

0 nb IN REPORTED 1000 F E I i Michael Vi Investment thesis I have mixed feelings about my initial bullish thesis about Veeva Systems (NYSE: VEFV). The stock rallied by solid 11% since December 2023, but the broader market's performance was far better. The company reports its Q2 earnings on August 28, which is always a crucial development. I want to update my thesis in light of the upcoming earnings release and explain why recent developments support my bullishness. VEEV's valuation is also still very attrac ...