Dropbox Could Have One of 2017’s Most Interesting IPOs
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Dropbox Could Have One of 2017’s Most Interesting IPOs
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Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#2I talked to a friend just before Christmas whose firm made a good portion of their returns on the insight that VC firms, IPO participants and the market in general all have gaps in how they evaluate the worth of a company and the fact that this gap has grown significantly in the past 5 years.
Previously, companies went public much sooner and you could expect a match, not an exact one, but in the same ball park, between the VC valuation and wall street valuations. This helped lead to rising share prices after the IPO.
Now with longer gestation periods leading to more fund raises, the VC's get paid, but its the IPO participants and the employee's who get screwed. Once a company is public its GAAP that matters and GAAP analysis usually assigns a revenue multiple to a company that is based on its sector and assumed growth. This multiple is almost always much smaller than what the company's publicly stated valuation.
This leads to a bunch of broken IPO's as companies stretch to IPO at a certain price to meet mezzanine level funding requirements. If you can get borrow, almost certainly dependent on how much you pay on commissions to brokers, then atleast up until this year you could have made decent money shorting most tech IPO's, most other industries don't yet suffer from a phobia of becoming public.
Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#3Dropbox is one of those products that is just a pleasure to use (like Stripe). Sync works seamlessly. I've tried all other alternatives and gotten back to being a paid customer of Dropbox. I think it also boils down to most of your employees being passionate, smart folks from MIT, CMU and the like. Good luck to them with the IPO.
Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#4Does anyone here still use Dropbox?
(I signed up in 2009, and probably last touched it in 2011 ...)
P.S. their studiously ignoring user-side encryption was a factor - if I'm getting my files exposed, might as well go with the big default services.
Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#5Does anyone here still use Dropbox? (I signed up in 2009, and probably last touched it in 2011 ...) P.S. their studiously ignoring user-side encryption was a factor - if I'm getting my files exposed, might as well go with the big default services.
While my folder could use a bit of a spring cleaning, I do. It's been damn useful the last 7-8 years.
Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#6Does anyone here still use Dropbox? (I signed up in 2009, and probably last touched it in 2011 ...) P.S. their studiously ignoring user-side encryption was a factor - if I'm getting my files exposed, might as well go with the big default services.
A lot of non-tech-savvy people use it for pirating stuff. I've seen some people coordinate larger files across it. But for the most part, I haven't seen it out in the wild for a few. That might be because it's use is low, OR that it's so well integrated as people's workflow, it sort has just sunk into the background.
Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#7Does anyone here still use Dropbox? (I signed up in 2009, and probably last touched it in 2011 ...) P.S. their studiously ignoring user-side encryption was a factor - if I'm getting my files exposed, might as well go with the big default services.
Every single day.
Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#8Does anyone here still use Dropbox? (I signed up in 2009, and probably last touched it in 2011 ...) P.S. their studiously ignoring user-side encryption was a factor - if I'm getting my files exposed, might as well go with the big default services.
not anymore
Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#9Does anyone here still use Dropbox? (I signed up in 2009, and probably last touched it in 2011 ...) P.S. their studiously ignoring user-side encryption was a factor - if I'm getting my files exposed, might as well go with the big default services.
I pay $100/year for Pro. Cheaper and easier to have 1TB of remote storage than SD cards, USB sticks, etc, and no excessive bandwidth charges such that AWS has.
EDIT: I don't care if my files are encrypted.
EDIT 2: Dropbox sync is rock solid. Every experience with the Google Drive sync client has been trash. I can (and do) pay for convenience.
Re: Dropbox Could Have One of 2017’s Most Interesting IPOs
#10Does anyone here still use Dropbox? (I signed up in 2009, and probably last touched it in 2011 ...) P.S. their studiously ignoring user-side encryption was a factor - if I'm getting my files exposed, might as well go with the big default services.
I pay $100/year for Pro. Cheaper and easier to have 1TB of remote storage than SD cards, USB sticks, etc, and no excessive bandwidth charges such that AWS has. EDIT: I don't care if my files are encrypted. EDIT 2: Dropbox sync is rock solid. Every experience with the Google Drive sync client has been trash. I can (and do) pay for convenience.
Any reason that you use it over Google Drive?