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
$548.78 current · $500.00 cost
Why these three
SAPLeader

SAP

ERP
P1 RecordsP2 State machineP4 Verbs

Shares

1.3417

Cost

$171.42

$230.00

Latest

$212.04

$284.50

P&L$54.50 · +23.70%

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

$141.32

$156.77

P&L-$43.23 · -21.62%

16 signals · last 14d · P1 Records · highest conviction+6−3

MANHDark Horse

Manhattan Associates

ERP
P1 RecordsP2 State machineP4 Verbs

Shares

0.4973

Cost

$140.77

$70.00

Latest

$216.21

$107.51

P&L$37.51 · +53.59%

3 signals · last 14d · P1 Records · highest conviction+1

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