$DOCN (+0.23%) i don’t get how it’s ignored.
170m last quarter revenue, I don’t think saas market is gonna stop.
so I assume 680m revenue ttm.
aws keeps margin 40% on clouds, but digitalocean has lower price on most computing.
let’s say 27% margin is the level they gonna keep, it’s 183 cash flow.
yes, there is a bad thing, 64m on stock based compensation, it’s a big loss.
after all, 20 fcf.
last Friday insiders bought.
on brain buy.
im adding 50% in my position.
the buggest bet for now.