jeffry09
2021-12-06

docu sign tech is not unique, yeah they are first to market but others will slowly catch up. they dont have a moat around their business, so anyone can take it away from them.
their valuation was way too high.
like Icarus, docusign flew too close to the sun and got BURNED.$Docusign(DOCU)$

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精彩评论

  • JPHC
    2021-12-08
    JPHC
    So beautifully written. Thanks for sharing. Thinking of DCA. But your concerns remind me of Zoom ...
  • SquareGuy
    2021-12-06
    SquareGuy
    which other?  heard Microsoft ? then it's real bad.
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