Company Overview - Veeva (NYSE: VEEV) is at an inflection point with momentum in its Development Cloud, which houses its R&D Solutions [1] - The company has been rated as a "buy" due to its strong position and growth potential [1] Investment Strategy - Amrita runs a boutique family office fund focused on sustainable, growth-driven companies that maximize shareholder equity [1] - The fund's investment strategy is centered around meeting growth-oriented goals and democratizing financial literacy [1] - Amrita's newsletter, The Pragmatic Optimist, focuses on portfolio strategy, valuation, and macroeconomics [1] Professional Background - Amrita has 5 years of experience in high-growth supply-chain start-ups in San Francisco, where she led strategy [1] - She has worked with venture capital firms and start-ups, growing user acquisition businesses and maximizing returns for clients during the pandemic [1] - Her work aims to break down financial jargon and complex macroeconomic concepts into easily digestible formats [1] Disclosure - The analyst has a beneficial long position in Veeva (VEEV) through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not compensated by any company mentioned [2]
Veeva: My Software Pick For 2025