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DOC

DOCU

2 tracked calls · 0 long · 2 short · last 90d: 0L/2S
first called by Cassandra Unchained 2mo ago
IN TRACKED PORTFOLIOS
Stanley DruckenmillerSELL
DOCDOCUSHORT4w ago
“At $47.71, down about 85% from $310 in mid-2021, DocuSign, the e-signature company we all know, is still not undervalued, or even fairly valued, at 4.26x its $1”
Cassandra Unchained

DocuSign still trades at 4.26x intrinsic value despite an 85% drawdown, with negative real earnings per dollar after SBC and AI displacement threatening its core e-signature business

DOCDOCUSHORT@ $45.17
$55.67-23.25%
since call Jun 27
Trade on Robinhood →
DOCDOCUSHORT2mo ago
“At $47.71, down about 85% from $310 in mid-2021, DocuSign, the e-signature company we all know, is still not undervalued, or even fairly valued…”
Cassandra Unchained · Michael Burry

DocuSign is still overvalued at 4x IV15 with worst-in-class SBC and a stalling core business

DOCDOCUSHORT@ $49.95
$55.67-11.46%
since call May 28
peak +4.3%
Trade on Robinhood →