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Feb 18
|
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$44.82
$44.82
-0.0%
|
N/A
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Finnhub News
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— |
Finnhub - DOCU
BTIG Maintains Buy on Docusign, Lowers Price ...
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Feb 17
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$45.21
$44.82
-0.9%
|
SHORT
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Anchors (Citing Goldman Sachs Note)
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Goldman Sachs released an "AI Basket" note categorizing tech stocks into "Defensive" and "Vulnerable." The market is moving to "Second-Order" AI thinking. - Longs: Companies providing essential security and infrastructure that AI *requires* (CrowdStrike, Palo Alto, Oracle, Microsoft). - Shorts: Companies where AI *replaces* the core seat-based function or reduces billable hours (Salesforce, DocuSign, Accenture/Consulting). Pair trade: Long the Infrastructure/Security layer, Short the Legacy SaaS/BPO layer. "Vulnerable" companies successfully pivot to AI-agent revenue models faster than expected. |
Bloomberg Markets
Anthropic’s Pentagon Talks Snag, Pound Falls ...
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Feb 14
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$44.82
$44.82
-0.0%
|
LONG
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Finnhub News
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The headline suggests a positive outlook for DocuSign's valuation due to new AI features and increasing optimism about its earnings. |
Finnhub - DOCU
A Look At DocuSign (DOCU) Valuation After New...
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Feb 13
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$44.82
$44.82
-0.0%
|
AVOID
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Holden Spaht
Managing Partner, Thoma Bravo
|
"If you're going to say, what could they disrupt? ... maybe I'm sorting leads... or it's a front end marketing automation tool, or it's choosing words out of a document." Spaht explicitly identifies "low-stakes" administrative tasks as vulnerable. Companies whose primary value proposition is organizing sales leads (ZoomInfo), basic marketing automation (HubSpot), or document text management (DocuSign) face existential risk from foundational models that can do this natively for free. AVOID / SHORT Commodity SaaS. These companies successfully pivot to becoming "systems of record" rather than just workflow tools. |
Bloomberg Markets
Software Is AI, If You Do It Right: Spaht
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Feb 13
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$44.82
$44.82
-0.0%
|
NEUTRAL
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Finnhub News
|
The headline identifies DocuSign as a trending stock and advises readers to gather information before making investment decisions, without indicating a specific direction. |
Finnhub - DOCU
Docusign Inc. (DOCU) Is a Trending Stock: Fac...
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