Out Fox The $treet

  DocuSign shocked the market back in December with a major warning for FQ4'22. The stock collapse has the CEO loading up on shares while ARK Invest has aggressively sold their much larger position. The company is back on a trend towards sustainable 25% growth making the stock valuation more appealing here at 10x forward sales. Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street.  Learn More » While most of the high flying tech stocks have collapsed due to sales trends decelerating,  DocuSign  ( DOCU ) actually plunged on a massive guide down. The end result has been the CEO loading up on shares for the long term and an influential ETF dumping shares. My  investment thesis  is now Neutral on the stock until sales trends normalize. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.   Update - Jan. 24 Possibly not the lows in $DOCU ye...

  Skillz failed to meet Q3'21 revenue targets despite more aggressive spending in Sales & Marketing. The company outspent revenues again driving the adjusted EBITDA loss up to $41.7 million. The stock remains expensive at 9x aggressive 2022 revenue targets. Looking for a helping hand in the market? Members of Out Fox The Street get exclusive ideas and guidance to navigate any climate.  Learn More » After another disappointing quarter,  Skillz  ( SKLZ ) appears headed even lower. The stock was priced irrationally after closing a SPAC deal earlier this year and the company still hasn't proven the business model isn't reliant on irrational marketing spending. My  investment thesis  is Neutral on the stock until the company is more efficient with marketing spending and can drive organic user growth. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.  Update - Feb. 23 Gui...