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Price change since each call, adjusted for long/short direction. Results calculated:

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Time Author Thesis Company / ticker Signal Since call Source
13:46
Aug 11
Myles
DBX overvalued, structural loser with or without AI
Short DBX as valuation multiple has expanded to price in growth that the speaker sees as unwarranted — the business is structurally disadvantaged in both AI and non-AI scenarios, making the risk/reward unfavorable at current levels.
DBX Dropbox Short 1ST —
22:34
Feb 04
u/foira
r/ValueInvesting
Avoid DBX: negative growth, no dividend, weak moat
The author is abandoning Dropbox as an investment, citing slightly negative growth and the fact that Microsoft Office subscriptions now include 1TB of storage, making DBX redundant for their use case. The author also criticizes management for not initiating a dividend despite single-digit growth, calling it a lack of respect for minority shareholders. The thesis broke after the author decided to cancel their own subscription.
DBX Dropbox Avoid —

About DBX Investor Commentary

Across the available history and selected sources, Buzzberg tracks DBX (Dropbox) across 9 sources: 0 bullish vs 1 bearish calls from 9 authors. Historical directional balance: -10% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: Myles, u/foira.