Special Episode - Digital Ocean - Dubious Prospects
We have tons of research and unique insights on DOCN. However, we are too doubtful about its long-term prospects to call it a sure bet, or a long-term holding. At the same time, its fundamentals are not that bad to be a clear short candidate. Thus, so far we've decided not to publish a full written report on DOCN. Instead, we have recorded this special podcast episode to highlight our perspectives.
TL;DR: DOCN's ability to sustain a 30%+ CAGR for 3+ years, as guided by the management and widely