Thanks Mekong. I was glad to be holding a small position as well! My 4.3% at the end of August is now a 5.4% position due to the bounce today! Nice to have something going up as most things are pulling back.
And yet the PS for ole Docusign is still only 12.9! If it can keep up ~40% growth, that’s a steal!
Not only was revenue up 41% as you point out, but billings were up 47%!
47% is definitely a number that could get the street interested. I added some options today, and might add some shares, although my cash is a little low right now.
Please let us know if you have other thoughts after reflecting more!
Bear