The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / New Paradigm Investing


Subject:  Re: Update on Docusign Date:  1/23/2019  7:48 AM
Author:  captainccs Number:  108225 of 115648

But perhaps these 300 popular integrations with tech giants explains why DOCU has 70% of the market.....something that no one has yet explained.....if no moat were to exist.

First mover advantage? If it works why switch? I doubt any discount a competitor might offer is material in the client's budget.

Maybe this moat thing is as exaggerated as notices of Mark Twain's death or just misunderstood. A moat can be as simple as a brand name, the result of market "positioning." Just because there is a competing product out there does not mean defection in droves. Lack of Gorilla power reduces relative market share but 70% is what we can expect from Gorilla power. What are we missing?

Denny Schlesinger
Copyright 1996-2019 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us