DOCN - Long

5月9日

while its not growing as it used to, but still revenue growth accelerated to 14%, NRR back to 100%, super quality new management accelerated product velocity, while maintianing EBITDA margin 40+% and FCF 15%. AI is a big tailwind, but they do not over invest in learning models and focus on inference. Going to resolve convertible debt issue by yearend.

It's trading at forward P/E of 15. Just to cheap to ignore as the market gave 2nd chance post ER

5月9日

交易進行

long 10% position at 29. target 40-45