1/21/25 - $dcbo - Interesting learning co. Buyer in $30s
1/21/25 :: VROCKSTAR :: 
DCBO
Interesting learning co. Buyer in
30S
- impressive historical growth
- clear opex flex and cash generation (no SBC issues)
- multiples while not "obvious" are reasonable
- great partnerships w/ leading tech, and B2B focus > consumer
- all else equal, stock should be a buy today at 42ish, but i don't have a mandate to risk manage 20-50 positions and don't like seeing a ton of line items on my PnL, so until this does become obvious, i'd just watch it on any mkt related risk-off that yanks a smaller cap like this one into the 30s.
- anyone have experience using this product?
- i'm not overly impressed with the new ceo (which took over from the founder recently/ last year), so while not a -ve, i'm not buying b/c "i love the guy", unlike my recent comments on
PI today (unrelated tech, go check it out).
thoughts my friends? watchlist?
V
DCBOInteresting learning co. Buyer in
30S- impressive historical growth
- clear opex flex and cash generation (no SBC issues)
- multiples while not "obvious" are reasonable
- great partnerships w/ leading tech, and B2B focus > consumer
- all else equal, stock should be a buy today at 42ish, but i don't have a mandate to risk manage 20-50 positions and don't like seeing a ton of line items on my PnL, so until this does become obvious, i'd just watch it on any mkt related risk-off that yanks a smaller cap like this one into the 30s.
- anyone have experience using this product?
- i'm not overly impressed with the new ceo (which took over from the founder recently/ last year), so while not a -ve, i'm not buying b/c "i love the guy", unlike my recent comments on
PI today (unrelated tech, go check it out).thoughts my friends? watchlist?
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.