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DocuSign (DOCU), offering a detailed analysis for informational purposes rather than investment advice. It summarizes the company's business model, highlighting its primary revenue streams from subscriptions and outlining its customer base. The report then identifies both short-term economic factors like market competition and inflation, and long-term risks such as technological disruption and regulatory changes that could impact the business. Furthermore, it breaks down DocuSign's fixed and variable costs, emphasizing significant expenditures like sales and marketing and research and development, and assesses the management team's history and alignment with shareholder interests. The document also reviews the top shareholders and their typical voting behaviors, discusses the company's share buyback plans, and explains intrinsic value calculation methods, including two detailed Discounted Cash Flow (DCF) analyses based on conservative and average growth projections. Finally, it provides a hypothetical summary of a recent earnings report and lists key financial metrics for historical trend analysis.
📚 Value Investing Book List
Warren Buffett
The Snowball: Warren Buffett and the Business of Life
Kindle: https://amzn.to/3FVasqy
Hardcover: https://amzn.to/3HIfeZ2
Paperback: https://amzn.to/4kBjUOZ
Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)
Kindle: https://amzn.to/43Vr5dD
Hardcover: https://amzn.to/4n6yNus
Paperback: https://amzn.to/45XBBDL
————————————————————————
Charlie Munger
Poor Charlie’s Almanack
Kindle: https://amzn.to/3Zsw9VB
Hardcover: https://amzn.to/4jMExq7
Collector's Edition: https://amzn.to/3SRgsn7
Tao of Charlie Munger
Kindle: https://amzn.to/4nk0akT
Hardcover: https://amzn.to/44eq8OR
Influence, New and Expanded: The Psychology of Persuasion
Kindle: https://amzn.to/4619DqL
Hardcover: https://amzn.to/40a8TMi
Paperback: https://amzn.to/40gtwq7
————————————————————————
Howard Marks
The Most Important Thing (Uncommon Sense for the Thoughtful Investor)
Kindle: https://amzn.to/3Tqb4Yg
Hardcover: https://amzn.to/3SRyy8A
Paperback: https://amzn.to/45ohdM0
Mastering The Market Cycle: Getting the Odds on Your Side
Kindle: https://amzn.to/3HXPmby
Hardcover: https://amzn.to/45X6AQq
Paperback: https://amzn.to/44oPGYP
————————————————————————
Money Philosophies
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Kindle: https://amzn.to/3FDbO9u
Hardcover: https://amzn.to/4kL3TGi
Paperback: https://amzn.to/44fpkcC
Limited Gift Version: https://amzn.to/4jYomGp
Same as Ever: A Guide to What Never Changes
Kindle: https://amzn.to/3HXBJcp
Hardcover: https://amzn.to/4l7vPno
Paperback: https://amzn.to/4k2ZHRe
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness
Kindle: https://amzn.to/4lx2a7F
Hardcover: https://amzn.to/4kGX5tf
Paperback: https://amzn.to/3ZEMXsC
————————————————————————
Classic Principles
The Intelligent Investor
Kindle: https://amzn.to/45T9OEv
Hardcover: https://amzn.to/4l4f7W3
Paperback: https://amzn.to/43ZNyXb
Security Analysis, Seventh Edition: Principles and Techniques
Kindle: https://amzn.to/442yKak
Hardcover: https://amzn.to/3TmEEhg
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Collector Edition: https://amzn.to/4lrgWNd
————————————————————————
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
5
22 ratings
DocuSign (DOCU), offering a detailed analysis for informational purposes rather than investment advice. It summarizes the company's business model, highlighting its primary revenue streams from subscriptions and outlining its customer base. The report then identifies both short-term economic factors like market competition and inflation, and long-term risks such as technological disruption and regulatory changes that could impact the business. Furthermore, it breaks down DocuSign's fixed and variable costs, emphasizing significant expenditures like sales and marketing and research and development, and assesses the management team's history and alignment with shareholder interests. The document also reviews the top shareholders and their typical voting behaviors, discusses the company's share buyback plans, and explains intrinsic value calculation methods, including two detailed Discounted Cash Flow (DCF) analyses based on conservative and average growth projections. Finally, it provides a hypothetical summary of a recent earnings report and lists key financial metrics for historical trend analysis.
📚 Value Investing Book List
Warren Buffett
The Snowball: Warren Buffett and the Business of Life
Kindle: https://amzn.to/3FVasqy
Hardcover: https://amzn.to/3HIfeZ2
Paperback: https://amzn.to/4kBjUOZ
Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)
Kindle: https://amzn.to/43Vr5dD
Hardcover: https://amzn.to/4n6yNus
Paperback: https://amzn.to/45XBBDL
————————————————————————
Charlie Munger
Poor Charlie’s Almanack
Kindle: https://amzn.to/3Zsw9VB
Hardcover: https://amzn.to/4jMExq7
Collector's Edition: https://amzn.to/3SRgsn7
Tao of Charlie Munger
Kindle: https://amzn.to/4nk0akT
Hardcover: https://amzn.to/44eq8OR
Influence, New and Expanded: The Psychology of Persuasion
Kindle: https://amzn.to/4619DqL
Hardcover: https://amzn.to/40a8TMi
Paperback: https://amzn.to/40gtwq7
————————————————————————
Howard Marks
The Most Important Thing (Uncommon Sense for the Thoughtful Investor)
Kindle: https://amzn.to/3Tqb4Yg
Hardcover: https://amzn.to/3SRyy8A
Paperback: https://amzn.to/45ohdM0
Mastering The Market Cycle: Getting the Odds on Your Side
Kindle: https://amzn.to/3HXPmby
Hardcover: https://amzn.to/45X6AQq
Paperback: https://amzn.to/44oPGYP
————————————————————————
Money Philosophies
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Kindle: https://amzn.to/3FDbO9u
Hardcover: https://amzn.to/4kL3TGi
Paperback: https://amzn.to/44fpkcC
Limited Gift Version: https://amzn.to/4jYomGp
Same as Ever: A Guide to What Never Changes
Kindle: https://amzn.to/3HXBJcp
Hardcover: https://amzn.to/4l7vPno
Paperback: https://amzn.to/4k2ZHRe
The Almanack of Naval Ravikant: A Guide to Wealth and Happiness
Kindle: https://amzn.to/4lx2a7F
Hardcover: https://amzn.to/4kGX5tf
Paperback: https://amzn.to/3ZEMXsC
————————————————————————
Classic Principles
The Intelligent Investor
Kindle: https://amzn.to/45T9OEv
Hardcover: https://amzn.to/4l4f7W3
Paperback: https://amzn.to/43ZNyXb
Security Analysis, Seventh Edition: Principles and Techniques
Kindle: https://amzn.to/442yKak
Hardcover: https://amzn.to/3TmEEhg
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Collector Edition: https://amzn.to/4lrgWNd
————————————————————————
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
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