Andre De Jesus Ferreira dos Santos @LongTheWorld: "Time to get into Software? This..."

Switzerland

Time to get into Software? This week I added $CRM (Salesforce Inc) and $VEEV (Veeva Systems Inc A) , 2 high quality software companies at record low valuations. And good knews both companies know it and announced their new buyback programs. $CRM Marketcap : 183B , Buyback program : 50B (27%) $VEEV Marketcap : 29B , Buyback program : 2B (6.9%) $CRM buyback yield is massive but it will be fueled by new debt while $VEEV has one of the most clean balance sheets I have seen with 6.5B in cash (22% of its marketcap) and virtually no debt. I have been checking both companies and I have a $VEEV comprehensive post coming up. These 2 are competitors but at these prices I would say both are very well positioned to create shareholder value. All software companies' stock are dropping fast while its reports keep posting higher numbers. Any other software companies currently screaming value? sources: s205.q4cdn.com/626266368/files/doc_financials/2026/q4/CRM-Q4-FY26-Earnings-Press-Release.pdf investor.salesforce.com/news/news-details/2026/Salesforce-Prices-Public-Offering-of-Senior-Notes/default.aspx ir.veeva.com/news/news-details/2026/Veeva-Announces-Share-Repurchase-Program/default.aspx $IGV (Ishares Expanded Tech-Softwa) $WTEJ.DE (WisdomTree Cloud Computing UCITS ETF)

Not investment advice. The author may have financial interests in the mentioned instruments.