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Life Sciences Software w/ 80% Margins | Veeva Systems (VEEV:NYSE)
Veeva Systems provides critical life sciences software with 80% margins. Trading at an attractive price to intrinsic value.
May 13
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The Paper Mandate
45% CAGR from Copper Pureplay | Sandfire Resources (ASX:SFR)
Sandfire Resources: the copper miner that kept performing
Apr 12
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The Paper Mandate
1
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Structural Housing Market Tailwinds | Helia Group (ASX:HLI)
Australia LMI business with strong fundamentals and a credit tailwind
Apr 12
•
The Paper Mandate
1
1
A Staple Diet in a Large Cap | Metcash v Coles
Sometimes stock analysis leads you elsewhere.
Apr 12
•
The Paper Mandate
1
1
8% Yielding Global Infra Exposure for 10 years - Atlas Arteria (ASX:ALX)
Alternative Toll-Road player to Transurban
Apr 12
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The Paper Mandate
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