We assign Veeva’s commercial solutions a wide moat based on customer switching costs. Veeva CRM is Veeva’s cloud-based customer relationship management platform. It markets to pharmaceutical and ...

Earnings recovered strongly into fiscal 2024 on higher retail gas and electricity prices, cost-out initiatives and LNG trading gains. We forecast earnings falling in fiscal 2025 on lower utility ...

Now that we’ve launched the MB Dividends Index, I’m feeling internally pressured to give some additional context about what ...

Copart's reinvestment strategy turns $1 into $7, leveraging its duopoly and tech-driven model. Click here to read my analysis ...