Comment on Box Wisely Used IPO Delay To Refocus Strategy, But It Still Has No Competitive Moat

Box Wisely Used IPO Delay To Refocus Strategy, But It Still Has No Competitive Moat

Box's saga from cash-burning cloud startup to wildly successful IPO, up 70% on the first day of trading, has been well chronicled, but it's Wall Street reception is actually a testament to savvy leadership, which used the extra time bought by a much-needed interim round of funding to sharpen the [...]

 

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