5/9/24 - $docn - what upside? i'm short the AM print.

5/9/24 - vrockstar - love the company and hate the valuation here. massive gap at $20. need to adjust EPS for the debt (which is a toxic factor right now!) and you're in the high 20s (at the least) and closer to low 30s on my ests of how the market is thinking about b2b eps resets. 6x sales is too much for 10% sales growth too. not my rules. if you own it, i don't see the upside here. pls comment below if i'm missing s/t obvious. but this looks like a short candidate and sorry to be the bearer of bad news. i just call em like i see em and hopefully the logic adds to your thinking for your own decision making.