Boiler Room: The Official Stock Market Discussion

FabTrey

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This is my industry breh, Dropbox isn’t in a growing lane. That graphic is wrong - they’re charting revenue to #user and consumer cloud is a commodity and they don’t own the enterprise vertical in any way shape or form. Dropbox will 100% be acquired or dead by 2030...And that sock integration doesn’t mean much, it’s the same thing slack does with google docs. But like I said, do you. Dropbox is a trash stock

We'll see. It's my wheel house too breh. Again all it needs to do is stick around. I don't see a bankruptcy risk. Check FE's growth stocks pick track record. Cac is tom brady excellent :lolbron:
 

mannyrs13

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Focusville, USA
I came across this post on my IG



And was wondering how I never hear about these luxury designer companies available for trade. All the money these women spend on bags and shoes and we can't even invest in their company? :mjpls:
 

Serious

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I really like the concept of Insurtech:
Will Insurtech Disrupt the Insurance Industry?
Young people will start flocking to companies like ROOT & LMND in a matter of time.


Root Insurance – A Pure Play InsurTech Stock


Stock is trading an all time low, since it's IPO.....

Earnings on 12/1/2020

If it drops a bit lower, I'm copping some as a spec play prior to earnings, if it dips after earnings, i'll cop more...


tenor.gif




@smitty22 you heard of ROOT? Is it popular in OHIO?


original_256993079.png
:shaq:still dropping, I see you. :mjgrin:


Sub 15, I'm balls deep.


edit:


Silver Lake Management is big shyt if you peep their portfolio.
Silver Lake - Current Investments

edit 2:

Did some more research on the app, on SensorTower:
Sensor Tower - Mobile App Store Marketing Intelligence

Going hold off for a bit need. Need to see some more recognition. It has to at least chart on the top 100 list of downloaded apps.

I'll be watching the earnings play though December 1st, along with the price. If lets say it dips to 10-12, I'll throw a few bills at it, and forget about it. But I think this dip a lot more.
 
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Serious

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This is my industry breh, Dropbox isn’t in a growing lane. That graphic is wrong - they’re charting revenue to #user and consumer cloud is a commodity and they don’t own the enterprise vertical in any way shape or form. Dropbox will 100% be acquired or dead by 2030...And that sock integration doesn’t mean much, it’s the same thing slack does with google docs. But like I said, do you. Dropbox is a trash stock
Co-sign
slack is interesting play, but i'd probably take Microsoft over slack....

I'm highly invested in ARK so I get a piece of SLACK anyways.
 

FabTrey

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slack is interesting play, but i'd probably take Microsoft over slack....

I'm highly invested in ARK so I get a piece of SLACK anyways.


i don't get the dropbox hate other than it's sideway movement for way too long. and other than wall street hating on this gem :russ:

i mean this company has been in the game since 2007. google and microsoft joined the party 2010. and dropbox is still here. :gladbron:
so for 10 years it took the blow from google and microsoft. and yet dropbox is still the household name.

and then there is a competitive advantage for dropbox. it's much easier for the integration with others cuz it's an open source. :manny:

Dropbox Open Source


and they got a decent CEO. he is a visionary. dropbox CEO proposed buying Slack for 1 bil while back. the board said hell no, so it didn't happen. fast forward slack is a 15 bil market cap. :huhldup:



fortunately dropbox bought hellosign last year for 230mil. i think this was a good move. CEO definitely knows what he's doing. their board needs to let him do his thing.


like FE, i'm thinkn 5x. but there is a potential to 10x if they find a way to grow more. love the cash flow and love the fact it's the first mover.
7 bil market cap? that's dirt cheap for this company.

Solid 5 year hold for me. :shaq:
 
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