SAPLeader
SAP
P1 RecordsP2 State machineP4 Verbs
P1 P2 P3 P4 P5
Shares
1.3417
Cost
$171.42
$230.00
Latest
$240.59
$322.81
P&L$92.81 · +40.35%
Portfolio›Bucket 05
ERP
Cash, inventory, fixed assets, the GL. The hardest, most regulated records in the enterprise — and the most defensible.
$582.49 current · $500.00 cost
ERP
ORCLChallenger
Oracle
P1 RecordsP3 OwnershipP4 Verbs
P1 P2 P3 P4 P5
Shares
1.1093
Cost
$180.29
$200.00
Latest
$125.54
$139.26
P&L-$60.74 · -30.37%
2 signals · last 14d · P5 Queryable history · highest conviction+2
MANHDark Horse
Manhattan Associates
P1 RecordsP2 State machineP4 Verbs
P1 P2 P3 P4 P5
Shares
0.4973
Cost
$140.77
$70.00
Latest
$242.17
$120.42
P&L$50.42 · +72.03%