The Razor’s Edge
The Razor’s Edge
Shortman Studios
The Docusign Sell-Off And The Latest Market Veer
56 minutes Posted Dec 7, 2021 at 9:00 am.
minute mark – Docusign initial take
– Ringing the bell or the rolling sell-off
– Inflation and the macro in context
– Buy and hold and contrasting investing styles
– Starting SaaS multiples
– Limited entry point
– Bubble basket challenges
– Triggers and bottoms
0:00
56:45
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Show notes
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
Some references:
Daniel’s Docusign article
Akram’s SaaS tweet
Akram’s Zoom tweet