DocuSign is one of those pandemic darlings that have fallen back down to Earth a little bit over the last couple of years. I think when you look at the stocks muted reaction from the earnings report, it's very funny that immediate reaction after hours, it was a big kind of came back to Earth. The good news for DocuSign is pre 2020 e-signature electron to document agreement and management. That all has legs, right? In post-post 2023 here, that's going to continue.
Will mixed reality win out over virtual reality? And is crypto a security?
(00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit against Coinbase and Binance, and what it means for crypto.
(19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row.
(33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard Engineer: Dan Boyd
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