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Cake by the (Digital) Ocean ($DOCN)
Manage episode 436470620 series 3595562
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In our third episode, we take a walk on the “small cap” side and debate the “bull” vs “bear” side of DigitalOcean ($DOCN), which currently sits squarely in the “IPO Class of 2021” bargain bin. Should DigitalOcean be thrown back (next to Leprechaun 2, which besmirched the legacy of Jennifer Aniston’s Hollywood debut) or seize it furtively like you would “Weird Science” (or perhaps that’s just Gordon’s unhealthy wistfulness for 90’s Kelly LeBrock – Google it, you’ll thank Gordon later.) In our weekly news segment, we discuss whether the IPO “window” is about to open like Gordon’s wallet at a Miami “night ballet”, or whether Silicon Valley bankers should put off that third divorce.
Highlights:
(1:22) Bruce channels David Sacks (of All-In) and drops the Easter Bunny from a helicopter in Florida
(4:02) Is the IPO window opening up? ($RDT, $ALAB)
(7:41) $RDT: The monetization opportunity for the “Glory Hole” of the Internet
(15:03) The main event: $DOCN
(26:39) Anatomy of a “bed-sh!tting”
(51:08) Bruce short case: $DOCN is a “dead company walking”
(53:54) Dude, where’s my NDR? (Net Dollar Retention)
(1:04:22) Conclusions
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