No. of Recommendations: 59
A few days ago, I wrote about Docusign and stated that I'd arranged a call with the company's IR department to better understand its business/moat.

Since I am the most non-techie person around (although I do understand numbers), I arranged for Bert Hochfeld to speak with Annie at Docusign.

Bert just concluded his call a couple of hours ago and he has sent me a glowing email!

Docusign has a 70% market share in its space and its real moat lies not in its e sign functionality but rather in its workflow automation and documentation process which it provides to enterprises.

Docusign's central focus is in its 'System of Agreements' and the company is a clear leader in this area.

Bert is impressed by this business and he is planning to do a write up for his subscribers soon.

Docusign's stock is up a fair bit since I invested a few weeks ago but this is likely to be a multi year growth story.

Hope this has been helpful.
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