Cestrian Capital Research, Inc.

Cestrian Capital Research, Inc.

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Cestrian Capital Research, Inc.
Cestrian Capital Research, Inc.
What Good Looks Like In Software, A Second Worked Example

What Good Looks Like In Software, A Second Worked Example

This one can run and run.

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Cestrian Capital Research, Inc
Nov 28, 2022
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Cestrian Capital Research, Inc.
What Good Looks Like In Software, A Second Worked Example
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DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.

Backgrounder

If you’d like to read our principles of ‘What Good Looks Like In Tech’ you can do so at this link, which is free for anyone to read:

Cestrian Tech Select
What Good Fundamentals Look Like In Tech
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied …
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3 years ago · 4 likes · Cestrian Capital Research, Inc

We said we would walk through some real-life examples of Goodness Itself; we started with Veeva Systems ( VEEV 0.00%↑ ) which you can read at the link below - again, this is open for anyone to read.

Cestrian Tech Select
Veeva Systems, A What-Good-Looks-Like Software Company
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied …
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3 years ago · 1 like · Cestrian Capital Research, Inc

If you’ve enjoyed these notes and/or found them useful, please share this Cestrian Tech Select Newsletter far and wide.

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OK. Henceforth the good stuff in this topic, What Good Looks Like, is diving behind the paywall.

This note brings you our second worked example of a What Good Looks Like stock, for paying subscribers only.

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