Buy VEEV by Oct 8, 2028.

Veeva has rallied a lot from the depths of SaaS-pocalypse and it doesn’t seem super cheap on trailing earnings. I think it might still be positioned for a multi year run. I think it’s a very high quality business with a defensible moat and I think the revenue growth might be about to accelerate rather than decelerate. The multiple is fairly high and I don’t expect a lot of expansion there, but I think it might hold a high multiple …