Portfolio›Bucket 05

ERP

Cash, inventory, fixed assets, the GL. The hardest, most regulated records in the enterprise — and the most defensible.

P1 RecordsP2 State machineP3 OwnershipP4 Verbs
$572.78 current · $500.00 cost
Why these three
SAPLeader

SAP

ERP
P1 RecordsP2 State machineP4 Verbs

Shares

1.3417

Cost

$171.42

$230.00

Latest

$220.89

$296.38

P&L$66.38 · +28.86%

12 signals · last 14d · P5 Queryable history · highest conviction+11

ORCLChallenger

Oracle

ERP
P1 RecordsP3 OwnershipP4 Verbs

Shares

1.1093

Cost

$180.29

$200.00

Latest

$149.12

$165.42

P&L-$34.58 · -17.29%

15 signals · last 14d · P1 Records · highest conviction+6−2

MANHDark Horse

Manhattan Associates

ERP
P1 RecordsP2 State machineP4 Verbs

Shares

0.4973

Cost

$140.77

$70.00

Latest

$223.19

$110.98

P&L$40.98 · +58.55%

2 signals · last 14d

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