Topic Archives: Digital Ocean (DOCN)

Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]

Comments

  • It works best if you do your own research and come up with your own entry points. For example, based on my own research,...

  • If you're referring to the video with the blurred out list, my guesses are DOCN, CRWD, NET, ABNB, PD ?, ZS, ?, UPST, ?,...

  • Thank you kapphx! Much appreciated. So are the 10 Hypergrowth picks: SLI AEHR RDWR RBLX MRVL DDOG DOCN PERI LULU CHPT ...

  • Added today (as the 10th rec) to the Power Portfolio 2022 was LULU. Others: MRVL (12/16/21) DDOG (12/8/21) DOCN (12/8/...

  • DOCN...

  • That could be anybody at this point, they have a lot of favorite stocks in the cloud space that's they've likely re-reco...

  • I got call option for DOCN for Feb 2012 and wondering if I should looking at exercising it now or wait closer to the dat...

  • Did not get into the details on that one yet, but nothing in the headline numbers was a big surprise. I don’t as assi...

  • Travis, I see that you did not cover the earnings of DOCN. Is it because there wasn't much exciting reported?...

  • I bought DOCN Digital Ocean 2 months ago, on Travis reco - a little microdose 0.10% of portfolio; than added a month a...

  • Nice to hear...I bought into DOCN after that short seller said to....

  • MF reco'd DOCN at end of SHOP webcast. Very long DOCN....

  • 1. I bought a small position in DOCN today. 2. About the "baby and the bath water" thing...in the spirit of some fun, he...

  • I bought DOCN a few weeks ago after you first wrote about it. Thanks! Since you asked for lockbox suggestions I will sug...

  • I went in on DOCN based on Left's report a week or so after it came out....

  • I liked the part about (paraphrased) 'the overhead costs and the gross profit gradually moving toward each other as the ...

  • Don’t own shares of DOCN at this point, though I do have some call options and have been thinking about an investment....

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