The Docusign Sell-Off And The Latest Market Veer

The Razor’s Edge

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3y ago 56:45

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Docusign’s sell-off on Friday and the corresponding market (and Nasdaq) sell-off are the latest sign of market uncertainty. No one knows anything – as Monday’s rally reminds us – but the question is whether we know we don’t know. In this week’s The Razor’s Edge, we focus on the uncertainty in the market, the importance of valuation even when growth stocks work, and how to handle the volatility. This ends up being a two-parter, as we will get to Jack Dorsey’s exit from Twitter in the second part next Tuesday.

Topics Covered

2:45 minute mark – Docusign initial take
5:00 – Ringing the bell or the rolling sell-off
14:00 – Inflation and the macro in context
21:00 – Buy and hold and contrasting investing styles
24:00 – Starting SaaS multiples
35:00 – Limited entry point
43:00 – Bubble basket challenges
51:00 – Triggers and bottoms

Some references:

Daniel’s Docusign article
Akram’s SaaS tweet
Akram’s Zoom tweet

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