Rangeley Capital: Dropbox Inc (DBX) Long Thesis
During his recent interview with Tobias, Andrew Walker, Portfolio Manager at Rangeley Capital discussed Dropbox Inc (NASDAQ:DBX) And That #2 Idea. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Dropbox Inc (DBX) And That #2 IdeaTobias: How well do you know Dropbox? Andrew: Very well. Tobias: Do you want to give us the DBX thesis because it looks it’s transitioned from being a more FinTech science experiment to that– now, it’s starting to look like a real business? Andrew: Dropbox thesis, I think, I’m trying to pull up all my notes here, so I can give you...