DBX - Dropbox Inc | Commonstock

$12.6m follower assets

Who says investing in software is not profitable?

$DBX has an FCF Yield of ~9%, and $ZM has an FCF Yield of ~7%

Not investment advice.

On May 8 @CathieDWood tweeted: "Naysayers lump Zoom $ZM into profit less.." - read what others are saying and join the conversation.

twitter.com

Dollars and Sense

@dollarsandsense May 6

$4.6m follower assets

$DBX Growth and Chart Crime

While a nice overview of Dropbox's growing revenue/paying users it's still a chart crime.

ThomasFJE@smh May 6

Very deceiving 😬

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Serey Kim

@dwsk April 2

$1.5m follower assets

$DBX Quarterly

This ticker has been consolidating sideways since IPO on the quarterly chart timeframe, forming a rectangle channel (or rounded base). I have been eyeing this stock for quite some time, and it completely fell off my radar until today.

I am looking to enter in $DBX next week, with a price target of $50-$54. The price target is between what I believe is the fair value for this company and the 100% Fibonacci extension of the rectangle pattern.

Alberto Wallis@awallis March 7

$8.8m follower assets

Fincredible MacroTalk: Remote Work

Remote work is likely here to stay. Employees are demanding it and, in the midst of the great resignation, many companies are seeing the necessity to offer remote or hybrid work arrangements to attract and retain talent. The latest Fincredible MacroTalk offers several quotes from company earnings calls on the benefits and challenges of remote work.

Talent attraction and retention is one of THE biggest benefits of remote work for many companies:

$OSTK "The ability to offer remote work has improved our attraction and retention efforts, both of which are important during the nationwide great resignation. Our workforce continues to be engaged and productive working from home.”
$DBX "Virtual First has been really positive for us. I mean, last year, we saw a 126% increase in offer accepts. That's nearly double the number -- and then also nearly double the number of candidates for op enroll and even an uptick in what we call boomerang candidates, like folks that might leave the company and then come back within a year. So we're finding that from a hiring perspective, it's really resonating and unlocking new pools of talent. And I think more broadly, what you're seeing is that employees once they have the flexibility or when companies like ours offer this flexibility, they then -- employees demand it."

And companies like $UPST have shown that you can run a successful business remotely:

$UPST "I'd like to note that the Upstart team accomplished all of this during the second year of a global pandemic, while operating in an almost entirely remote and distributed fashion."

Not all jobs can be performed remotely at the moment, but over time, the trend is clear: more employees will migrate to remote or hybrid work.

If you'd like to read the whole post for free, here's the link:

Fincredible MacroTalk March 2nd: Remote Work

Quotes from from $UPWK $IT $OSTK $FVRR $DBX $ZIP $UPST $PANW

Fincredible MacroTalk March 2nd: Remote Work

Comments on remote work from $UPWK $IT $OTSK $FVRR $DBX $ZIP $UPST $PANW

fincredibletranscripts.substack.com

Alberto Wallis@awallis February 11

$8.8m follower assets

Upcoming Earnings Calendar (Feb 14th - 18th)

Hey guys! Here's the upcoming earnings calendar! Three of my holdings report next week.

$ABNB - The stock has held up pretty well during the market sell-off. The valuation is still high, but with re-openings the company could see a big boost this year.
$TTD - They've said Apple IDFA is a non-issue, so their growth should be great. A key indicator of ad spend.
$ROKU - The stock is down almost 64% from ATH, but the fundamentals keep improving. I expect great results from the company, with ARPU growing and margins expanding.

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MON:

BMO: $ALX $WEBR $THS $AGTC $KELYA $STNG $OLK $GTX $ROIV

AMC: $AAP $POWW $CAR $PHX $ANET $CLR $AMKR $REPX $IBIO $MEDP

TUE:

BMO: $MAR $QSR $PTN $HUN $KRNT $ECL $BKI $TRTN $ARCH $ESEA $ABG

AMC: $UPST $RBLX $ABNB $VIAC $WYNN $DVN $LZB $SEDG $ZI $TX $AYX

WED:

BMO: $TTD $SHOP $CROX $WIX $ADI $GOLD $GNRC $DAVA $WING $KHC $AMCX

AMC: $NVDA $AMAT $CSCO $FSLY $DASH $SAM $TRIP $QS $MRO $ET

THU:

BMO: $PLTR $WMT $FVRR $YETI $TSEM $USFD $HIMX $AN $IRDM $RS $POOL

AMC: $ROKU $RUN $DBX $KEYS $SAND $SHAK $GLOB $RDFN $AUY $SWAV $QDEL $BJRI

FRI:

BMO: $DKNG $DE $BLMN $ASIX $B $ABR $PPL $BCPC $AEE

Joshua Simka@tomato February 11

Thanks, @awallis! Big week for my personal portfolio. I'll be watching $ROKU, $UPST, $TTD (my second largest holding), and $SHOP (30% of my portfolio)

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Alberto Wallis@awallis January 24

$8.8m follower assets

Fincredible MacroTalk: Cloud Adoption Accelerating

If you're interested in the cloud services revolution, you should read the latest Fincredible MacroTalk. The post compiles quotes from recent company earnings call on the value proposition of these services.

Here are three quotes extracted from the post that show some benefits of cloud services:

If you're interested in reading the full post, here's the link:

Fincredible MacroTalk: Cloud Adoption Accelerating

Includes quotes from $DBX $BABA $ORCL $ADBE $GOOG $IBM $VMW $CSCO $CRM $HPE $AMZN $MSFT $FDS $GS $JPM $BLK

Fincredible MacroTalk January 19th: Cloud Adoption Accelerating

Management commentary on cloud services and adoption from $DBX $BABA $ORCL $ADBE $GOOG $IBM $VMW $CSCO $CRM $HPE $AMZN $MSFT $FDS $GS $JPM $BLK

fincredibletranscripts.substack.com

Yegor From100Kto1M

@from100kto1m 12/19/2021

$166.5m follower assets

I have see more and more people talk about $DBX

Curious to see if anyone (on commonstock) has any info / deep dives on the company 🤔

Eric Pelnik

@eric 12/19/2021

Looks like @gkotak and @strategicinvestors may still own some.

I worry about storage space as a business. Feels like a commodity at this point. That said, I don't know enough about their other products (productivity, etc) to have a more educated view.

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Gaurav Kotak @ Fincredible

@gkotak 12/06/2021

$113m follower assets

My portfolio update. Again, VOD is an error, not 25% but <1%. In the pull back over last week+, I

(a) Almost deployed all my 11% cash.

(b) Sold over half of VG due to acqn

(d) and rotated towards high-tech high-growth. Finally some enticing prices. >doubled holdings in $ESTC, $CRM, $ABNB, $PTON; nibbled on $CHGG, $ZM and bought 2024 calls in $WOOF, $DBX, $AKAM.

Gaurav Kotak @ Fincredible

@gkotak 11/08/2021

$113m follower assets

Sharing my top positions here.

A few points / caveats:

I own <1% of VOD, not 25% it's a currency conversion issue for UK stocks that @commonstock team is soon going t work on.
I have another 10+ stocks at ~2-3% I'll honorably mention them $RDFN, $TD, $CRM, $BOX, $WOOF, $ET, $UBER, $T, $F, $INTC, $ZM, $PYPL
I have some speculative or starter positions ~<1% in $JMIA, $PAGS, $EDU, $PINS, $RBLX, $PTON (as of today), $WE, $VIAC
I also haven't been able to connect to one account which is my concentrated port. Essentially $VG, $DBX, $MNTV, $AKAM are 7-10% not what's listed below.

Chip Lunderburg@chip_lunderburg 11/08/2021

Also feeling out $EDU and $RBLX here too.

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Alberto Wallis@awallis 10/29/2021

$8.8m follower assets

Upcoming Earnings Calendar! (Nov 1-5)

Hey guys! Here's next week's earnings calendar! Several very interesting companies set to report earnings. Here's the one's I'm most excited about and why:

$APPS: any sign of iOS ad dollars shifting to android (Digital Turbine's revenues are mostly from android).
$Z: an update on the real estate market and iBuying
$LYFT and $UBER: is mobility in the US back to pre-pandemic levels?
$COIN metrics on the NFT market.
$PENN and $DKNG update on the mobile sports betting market.
$ATVI number of Call of Duty Warzone players. The last reported number was 100MM.
$CRSR: comments on the supply chain issues they're experiencing.
$MELI: update on the Brazilian e-commerce market. Relevant for $SE's expansion.