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Dropbox, Information Asymmetry, and Smart Money
www.thediff.co

Dropbox, Information Asymmetry, and Smart Money

Plus! Reopening Sticks & Carrots; Walmart as a Fast-Follower; Zuckerberg on Covid-19—Early; and more...

Byrne Hobart
May 19, 2020
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Dropbox, Information Asymmetry, and Smart Money
www.thediff.co

Dropbox is a complicated business situation but a relatively straightforward trade. Covid-19 has an ambiguous effect on them: IT budgets are strained (Gartner expects an 8% cut to IT budgets this year), but file storage is more important for remote work. So it’s a tug of war between lower spending and higher share of what’s left. Which side wins? I don’…

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