Michael Burry Buys the Dip in Four Tech Stocks He Sees as Bargains - Benzinga

Salesforce's stock price is not your ops problem — but the story behind it might be.

Michael Burry just bought a stake in Veeva Systems because he thinks investors are overestimating Salesforce's ability to muscle into Veeva's niche. The market sees Salesforce as a threat that could crush a smaller, more specialized competitor. Burry sees a company that actually fits its customers' workflows better than the giant ever will.

That gap — between the platform that dominates the market and the one that actually fits the work — is exactly what's costing you time and money right now.

If you've been through a Salesforce implementation, you already know the feeling. You bought the promise of a system that does everything, and ended up with a system that does everything except what your team actually needs on a Tuesday morning. Workarounds became habits. Consultants became a line item. And somewhere in there, real customer data started falling through the cracks.

Burry's bet isn't really about software. It's about the fact that specialization tends to win when the stakes are high enough and the generic solution stops being good enough.

The businesses that figure out their CRM should fit their process — not the other way around — stop losing ground to the ones that already have.

#CRM #SalesOperations #MidMarket #SalesForce #OperationsLeadership

Original Source

Burry believes that Veeva Systems has become a bargain as investors price in the Salesforce (NASDAQ:CRM) threat. ... CRMSalesforce Inc. $165.70 ...