Veeva Systems Inc.: Initiation of Coverage – Product Offerings & Key Drivers
This is our first report on Veeva Systems, one of the well-known providers of cloud-based software solutions for the global life sciences...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
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Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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Guidewire Software: Short This SaaS Transition II (Building the Short Case)
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
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