SAPLeader
SAP
P1 RecordsP2 State machineP4 Verbs
P1 P2 P3 P4 P5
Shares
1.3417
Cost
$171.42
$230.00
Latest
$162.59
$218.15
P&L-$11.85 · -5.15%
4 signals · last 14d · P4 Structural verbs · lead read+4
Portfolio›Bucket 05
ERP
Cash, inventory, fixed assets, the GL. The hardest, most regulated records in the enterprise — and the most defensible.
$448.86 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
$140.27
$155.60
P&L-$44.40 · -22.20%
21 signals · last 14d · P4 Structural verbs · highest conviction+19−2
MANHDark Horse
Manhattan Associates
P1 RecordsP2 State machineP4 Verbs
P1 P2 P3 P4 P5
Shares
0.4973
Cost
$140.77
$70.00
Latest
$151.04
$75.11
P&L$5.11 · +7.30%