DROPBOX INC CL. A stock forum
DBX this stock is about to go on a roller coaster. I see a big run in the next 4 weeks. Great earnings coming down the pipe with increased guidance. After the run, a stock offering of another 200mm shares will be announced to clear off that debt on the balance sheet and to raise capital to buy two competitors. So go long, then buy the puts then take the profits and buy the shares at 11 bucks a share.
I want to love the stock as much as I love 
BLZE's service. So far, I can't bring myself to buy. On an EV/sales basis BLZE is a lot chaper than competitors 
BOX and DBX (1.7x, vs 5.3x and 3.9x, respectively) but BLZE is so much smaller and the growth rates aren't far enough apart. I feel like BOX is the stock to watch in the cloud storage group.
BLZE's service. So far, I can't bring myself to buy. On an EV/sales basis BLZE is a lot chaper than competitors BOX and DBX (1.7x, vs 5.3x and 3.9x, respectively) but BLZE is so much smaller and the growth rates aren't far enough apart. I feel like BOX is the stock to watch in the cloud storage group.