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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: #Breeze who wrote (24577)	5/28/2025 2:12:38 PM
From: Kirk ©	Respond to of 26490

Thanks! Oddly, your BOX target is just a bit above where I have my profit taking limit order to sell some shares bought at $27.51. There is a $400M convertible at $43.46 so there can be some trickery to get those to convert... so my profit taking is holding on for the fireworks. I thought about taking advantage of today's Bingo and selling those shares for a nice profit, but it has the look and feel of just starting a new run so I'm being greedy for now. Hopefully that doesn't jinx what seems to be another big move in the markets as they get close to record highs.

To: #Breeze who wrote (24577)	8/28/2025 1:20:34 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26490

Are there any changes to your May BOX count? Good, bullish article today Summary Box is transitioning from a former growth star to a mature, high-margin, free cash flow machine, creating a compelling value opportunity. Q2 results beat expectations with accelerating revenue growth, strong billings, and robust long-term contract commitments, signaling platform stickiness and customer confidence. AI-driven product innovation and multi-product suite adoption are driving market share gains and higher net retention, differentiating Box from lagging peers like Dropbox. With consistent buybacks, healthy margins, and undervalued shares, I reiterate my buy rating and recommend staying long to capture further upside. seekingalpha.com