Lessons on TAM, competition, and valuation from a Veeva short seller
great piece!
Thanks Auren!
This is for Veeva. Do you see this playing out for other companies?
I write about the tech services firms. Mid-tier firms, the hottest segment at present, built a growth playbook that builds verticalized offering and GTM capability.
great piece!
Thanks Auren!
This is for Veeva. Do you see this playing out for other companies?
I write about the tech services firms. Mid-tier firms, the hottest segment at present, built a growth playbook that builds verticalized offering and GTM capability.