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ktrader5

ktrader5
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  • Veeva: J.P. Morgan's Research Razzie And The Q1 TAM Conference Call [View article]
    Great, your VEEV price estimate has doubled to $15 since your first article were you predicted $8. Great work!
    Jun 17 10:48 AM | 4 Likes Like |Link to Comment
  • Veeva Systems: A Top 20 Competitive Displacement, Customer Dissatisfaction, DB Markets Research, And Strange Coincidences [View article]
    Suhail,

    I am simply wondering why a firm, such as yours, would dedicate 100% of their research efforts on a single company, Veeva in this case (again, your website was thrown together shortly before VEEV went public, and there is NOTHING else written about any other firm). One would think that, once you have determined that it is a poor investment, you would move on looking for other ones that might be worth your while.

    Unless you are simply here as someone who dedicates all his time, altruistically, to help others not make a "bad" investment with a single, in your many reports, terrible overvalued, doomed to fail etc. company, I really can't understand WHY your company's sole purpose is to grasp at every single tiny bit of vague, even speculative piece of bad news about this company.
    Apr 10 08:55 PM | 3 Likes Like |Link to Comment
  • Veeva Systems: A Top 20 Competitive Displacement, Customer Dissatisfaction, DB Markets Research, And Strange Coincidences [View article]
    I would love to hear more about this "top 20 displacement". You seem to have the inside info on everything Veeva (I viewed your quickly splapped-together Wix website, registered shortly before the Veeva IPO, with NO other information other than about Veeva), so why not be honest and present to us some actual data here.

    We all know that "Interactive Medica has recently (2014) displaced a Veeva system in multiple territories of a Top 20 Pharma company." could mean nothing more than replacing a few zip codes with a couple of users.

    This is nothing more than a small competitor trying to use a tiny piece of, well, nothing, in their marketing materials.

    Same with cafe pharma. Every post is anonymous, and therefore could be just someone who consistently focuses a full 100% percent of their time attempting to reduce the positive view of Veeva has for their own gain.
    Apr 10 05:20 PM | Likes Like |Link to Comment
  • Veeva's #1 Biopharma Customer CRM Contract Loss: A Red Flag Like No Other [View article]
    Genentech contract was lost over 1.5 years ago. Since then, the contract between Veeva and SalesForce has been adjusted to prevent these types of poaching issues from happening in the future.

    On top of that, that is the ONLY customer loss Veeva has ever had, and, again, it happened a year before the company was even public.
    Jan 15 04:06 PM | 3 Likes Like |Link to Comment
  • Veeva Systems Is A Valuation Outlier, Even Within The SaaS Bubble [View article]
    Thank you, I thought I was a crazy conspiracy theorist myself, thinking that it is a same person under a guise of 3 different names (suhail, this one and I forget the third). Someone either made a really bad bet, or is financed by Cegedim/Oracle.
    Jan 10 09:43 AM | Likes Like |Link to Comment
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