Domino's Pizza Inc.

SARTORIUS STEDIM BIOTECH

Texas Instruments Incorporated

Veeva Systems Inc.

Adding to a few positions today, already added 1% portfolio value to $TXN, $VEEV and $SDMHF. Might added $DPZ and a few other too later.

@stonkmetal, you posted March 8 that while you like the company, you felt $VEEV was expensive. [https://commonstock.com/post/e1538d14-0ff4-42b7-a456-cf0f043a6b92](https://commonstock.com/post/e1538d14-0ff4-42b7-a456-cf0f043a6b92)

The stock is down just a few percent since then so wondering what's changed for you?

![](https://cdn.commonstock.com/ec6af5d0918cc93dc2ba2ecda9413892ffef340d2c0c2aa5b1cde423dacd21d2-1358x849.png?fit=max&w=704)

Joshua Simka

Shopping time

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