Dropbox: Dropping The Ball On AI (Rating Downgrade)

In November of last year, I rated shares of Dropbox ( DBX ) a ‘buy’ noting that the company’s valuation had come in while the company appeared poised to pivot toward growth via Dash and its self-serve offerings. Yet the Q4 resultsI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound thei ...