Something’s going wrong at DocuSign (DOCU), and it’s worse than it appeared a couple weeks ago. That’s the conclusion I come to after seeing longtime CEO Dan Springer step down, abruptly and apparently at the request of the Board, less than two weeks after he outlined the recent progress of DocuSign’s strategy to kick-start growth […]
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So… what’s going on this week? A bit of news to pass along first… Shopify (SHOP) shareholders did approve the stock split and “founder share” issued to Tobi Lutke (to maintain his voting control at 40% of the company), so the 10-for-1 stock split will take place after the close on June 28 — you’ll […]
When the markets are going through big transitions and scary geopolitical events, the moves can be dramatic — a little excitement about the Russia/Ukraine peace talks on Wednesday meant we focused less on maternity hospitals in Ukraine being reduced to rubble, and began to hope that things might turn more peaceful… and oil and gold […]
Let me start with a special welcome to our new Irregulars who came aboard this week, during the still-ongoing Charitable Membership Drive (tell your friends, the campaign goes through December 15!) — thank you for supporting Stock Gumshoe, and I hope you can grow to tolerate, and sometimes even enjoy, my lengthy Friday blatherations. I […]
This week, as I check in on my portfolio and my watchlists, I feel a little greedy… there seems to be a bit of panic in the air, and that means I want to buy a little of almost everything. It’s a bumpy time in the markets, for sure, and I have no idea what […]
The hardest thing to do is nothing, and I again failed in that task this week. I added a new position to the Real Money Portfolio earlier this week in Match Group (MTCH), added a new position in a new company to the Lock Box at the close yesterday, and I’ll get to all of […]
Today I’ll start us out with some relatively minor updates on Real Money Portfolio companies, then I’ve got a new stock for the $100K Lock Box to talk about. Chewy (CHWY) Chewy (CHWY), everyone’s favorite online pet food and accessory retailer, had yet another strong quarter as, believe it or not, those people who rushed […]
The Motley Fool got into real estate investing last year with a service called MillionAcres, which largely focuses on buying into real estate more directly, but they’re now building on that service with some newsletters and portfolios. The one they launched recently is called Real Estate Trailblazers, with a focus on investing in real estate […]
Let’s jump right into it this week… I’ll get our latest tranche of the Annual Review started with one of the smallest companies in the Real Money Portfolio…. Tiptree (TIPT) Buy below 75% of book value if you can be patient, with the 3% dividend yield making the wait a little easier — I expect […]
None of us who speculate or invest in individual stocks in a volatile market are really managing money with the dispassionate application of numbers and analysis, a computer could do most of that better than humans can… no, what we’re mostly managing is our emotions. It’s been a wild week, and it’s often hard to […]
It’s been a phenomenal couple years for the Real Money Portfolio, but I should also note that this has been to some degree a “monkeys throwing darts” kind of market — as long as you did more buying than selling over the past couple years, and as long as you kept your exposure to some […]
This article was originally published on November 2, 2020, but the ad we’re covering has been updated with a new headline and some “Biden’s New Plan” lead-ins so we’re re-posting it here to help answer some reader questions — the meat of the ad, the “what you should do” part, seems largely unchanged, and what […]
Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]
First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
Today I wanted to start by looking at an abrupt move from a stock I’ve been watching in recent months. Lemonade (LMND) soared 20% yesterday and a bit more still this morning, on no news… the stock is not quite back to its post-IPO highs of July, but it’s awfully close now. What the heck […]
This article was originally published on June 16, 2020. The ad is circulating again now, and seems unchanged from when we first covered it, so we’re re-posting it here to help answer reader questions. What follows has not been updated or revised since June, as of today the stock has risen in value by about […]
DOCU option price unchanged since 09/17/2020Dear Irregulars, I currently have the DOCU Jan 15 ’21 $75 Call options in my portfolio. I noticed that the options value has reamianed unchanged since 09/17 even though the underlying value of the stock value has moved quite a bit. Is there a technical reason for this? I have been scouring the internet and […]
This would have been a good week to take a vacation. Market soaring on Tuesday, market crashing on Thursday, but when we look back on the whole thing it almost evened out — any ebullience we might have felt in the up days was matched by the panic as the market crashed back down on […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
Let’s start with a reminder this week that will lead me into a bit of blatheration (feel free to skip ahead to the first ****, this might veer into sanctimonious lecturing): Don’t double down with your retirement money. Taking extra investing risks might be appropriate for some folks who don’t have enough exposure to equities […]
Sea Ltd (SE) is the stock I spent most of my time writing to you about last week, and they reported strong first quarter earnings on Monday. As expected, they saw some acceleration in users and revenue as the coronavirus began to impact Southeast Asia in March… and some indications that April represented even stronger […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
Earnings season is winding down, with only a few of my larger holdings yet to report, and so is my Annual Review of all of the stocks in my Real Money Portfolio — so I’ve got another installment of that for you today, sharing my updated opinion on a bunch of holdings (including a few […]
It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
Ian King is out with another promo for his Automatic Fortunes newsletter published by Banyan Hill, and like most such “presentations” he makes some huge predictions to tantalize you with dreams of wealth. And they’re also (again) being a bit sneaky with the offer they’re making, so make sure to read the fine print if […]
Gold had its worst day yesterday since 2016, so that was a little shock to the system — mostly, I think, because the latest leaks and Tweets about the China trade dispute were relatively optimistic, with meetings scheduled for next month. It’s hard to imagine we’re going to have a “real” trade deal before the […]
Indulge me for a moment, dear reader — I’m going to wander around thinking about valuation and about short selling, then get into talking about a current situation that closely mirrors some of the long/short pairs trades I’ve done in the past year or so. Then we’ll talk some about gold, since that seems to […]
The jobs report from ADP was frightening on Wednesday, bringing more fear that the trade war uncertainty and/or some shift in sentiment is cutting business spending, and it seems to be contributing to the rapid “narrative shift” that has happened this year — whereas we were all shocked that the Fed would even consider cutting […]
It seems we’ve officially entered a period of another “Fed Put” — Fed Chair Jerome Powell’s statements yesterday were widely interpreted to mean that there will be no interest rate hikes this year, or maybe ever again, and that the Fed will stop its “quantitative tightening” in six months or so, leaving a huge and […]
Happy Friday! Let’s start you out with my favorite article that I read this past week: Michael Batnick’s Twenty Craziest Investing Facts Ever. Go read it whenever you’re convinced that you know what is going to happen over the next few weeks… or even the next few years. So… what’s going on in the portfolio […]
The “Trade War” is getting real, and the higher prices imposed by governments in China and the US. Tariffs are just import taxes, paid eventually by the customer, so they raise prices… which, our economist friends will tell us, suppresses demand… and since the higher price is going to a tax, not to a company, […]
Is this the beginning of a 30-60% decline in the stock market? A correction to blow off a little of the excess in the valuations of growth stocks that’s almost over? Something in between? Nobody knows, and it would be silly to spend too much time guessing. We should be prepared for either — which […]
The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]
I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]
Originally published August 10, 2015, the article below has not been updated but the ad is now rolling again and I’ve added some comments to the discussion following the article. —from 8/10/15— This latest pitch from Michael Robinson for his Radical Technology Profits (selling a $3,900 lifetime subscription) caught the eye of many of you […]
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If DOCU has a moat, it’s their brand name and their interconnections with essentially every platform, making DocuSign ...
DOCU has a nice niche, but does it have a notable moat? I reviewed all my spec stocks and culled almost everything that...
I never found DOCU all that compelling - primarily because their technology never seemed all that unique/difficult to ...
Hi Travis, What are your thoughts now after DocuSign reported earnings? From your discussion above "DocuSign (DOCU) Unc...
Hi Travis - can you give any more detail on ROKU AND DOCU . I really loss lot of money. all my portfolio is really bad ...
I'm confused by your take on Roku, Have you used their product? It's horrible and being replaced as newer and better s...
Hi Travis what is going on with DOCU , ROKU ? Do you think they will come back on come month or its 3 to 5 year story...
As someone born and raised in the U.S. but having lived in Brazil for two years consecutively (and having travelled to b...
thank you; this was super informative. Are there any good beaten down, high potential, growth stock (beyond Roku and Doc...
It's interesting that there is more fear about China and Taiwan tan on the recent 30% drop in #DOCU. Anyways, here's a g...
I closed my eyes, and bought the DOCU crater Monday morning. Obviously hoping at the time that it wasn't just the RIM of...
Thanks DD132, I hope we can get back to the sentiment on here like we were a year ago. Appreciate your word of encourage...
Thanks Travis for the great analysis and evaluation of the DOCU situation. I was in DOCU early in the year and took some...
I've wanted to buy Docu for some time, but it's always stayed above my limit. This looks like a good time for me to star...
Hello what happened to DOCU today 40% drop ? did i miss anything you posted before ....really to much loss today Thank...
Was hoping for some DOCU commentary (had their earnings call this week). Next week?...
I am a part of rebound profit. The initial for that portfolio was issued April 13. The price they recommend at is recomm...
Option 1: Ticker: DOCU Expiry: January 2022 Strike: $180 Cost: $38 Option 2: ("OTM" - Out of the Money - This means ...
DBX aka Dropbox started similar product called hello Sign as DOCU Docusign . I bought JAn 2023 strike 45 at 2.80...
We tend to think of “price” as some entity in itself, but really it just represents where buyers and sellers could s...
I subscribe to the Near Future Report and enjoy it very much. I also met Jeff at an investors summit last year. I found ...
I bought a little bit of Lightspeed when you first wrote about it. I ended up holding on through the downturn and just s...
Hi Travis, I have a simple question, you mentioned earlier in the article about selling Docu in prior days and we knew a...
And the short candidates are those stocks that appear on both screens. That would be #DOCU, #RNG,#SHOP, #TEAM and #TWLO...
Trade Note: With the shares soaring by 25% or so following the Zoom Video (ZM) ea...
Joined about two weeks ago and already placed trades in DOCU, ZM, CRWD, JPM, and BABA and have made the cost of the prog...
Tier 2 - DOCU, AYX, SQ, PYPL, CDNS, XLNX, TER. Tier 3 - TDOC, CRNC, ALRM, LITE...
I don’t know all of them, but think DOCU, PINS and ATVI were included. Do you know the whole list?...
Second tier a little better than the large caps: DOCU, AYX, SQ, PYPL, CDNS, XLNX, TER....
I've been a subscriber to Rule Breakers for 3 years, only because they offered a $50 per year deal. That subscription ...
Excited as this is my first day/hour among the Irregulars! Finally upgraded. I got lucky with my LGORF (one of the e...
Appreciate the updates as I too own many of the stocks you mentioned, including Okta, TTD, Docu, WRTC, and lamentably La...
Travis I would like to know when you are making a transaction. missed adding DOCU as i didn't get proper update or your...
I also took a nibble on $DOCU yesterday after hours around. $TTD has been beasting.... I kind of think it is benefittin...
Maybe just a tiny bit of your vast knowledge is rubbing off on me. I purchased some DOCU before reading your article. ...
Trade Note: Well, I'm making a liar of myself already. Situations change and I decided today to add slightly to my D...
For what it's worth, the collapsing market this morning triggered my first small buy of DocuSign that I mentioned on Fri...
Absolutely. If they want or NEED a return on capital, people have no choice but to move to riskier assets. They cannot g...
I may not understand al the issues about negative rates, but I believe this applies only to deposits by banks that are p...
I agree, too bad PRIVX doesn't really have any material DocuSign exposure. Their position is so tiny I assume they just...
It would be nice to just be able to invest in DocuSign. I was impressed with how easy it is to work with and how it simp...
I work for a Fortune 500 company, and we use Docusign for VP signatures on new statements of work. DocuSign is not just ...