$DOCN (+1,54 %) 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.