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
$571.63 current · $500.00 cost
Why these three
SAPLeader

SAP

ERP
P1 RecordsP2 State machineP4 Verbs

Shares

1.3417

Cost

$171.42

$230.00

Latest

$233.62

$313.46

P&L$83.46 · +36.29%

3 signals · last 14d · P1 Records · highest conviction+3

ORCLChallenger

Oracle

ERP
P1 RecordsP3 OwnershipP4 Verbs

Shares

1.1093

Cost

$180.29

$200.00

Latest

$119.22

$132.25

P&L-$67.75 · -33.87%

2 signals · last 14d · P5 Queryable history · highest conviction+2

MANHDark Horse

Manhattan Associates

ERP
P1 RecordsP2 State machineP4 Verbs

Shares

0.4973

Cost

$140.77

$70.00

Latest

$253.22

$125.92

P&L$55.92 · +79.88%

1 signal · last 14d · P1 Records · lead read+1

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