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  "documentTitle": "Dropbox, Inc. (DBX)",
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  "presentationDate": "2020-02-06 00:00:00",
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  "notes": "Uses a 'Promoting the Unicorn' vs 'Exposing the Dog' framing to highlight contradictions.",
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      "text": "Dropbox's stock soared 14%, and were jumping another 9.5% to a new record high of $39.50 on Friday.",
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      "text": "The investment made in Dropbox was small relative to Salesforce's size. Salesforce has made other Pre-IPO investments in companies of similar size (Zoom/Survey Monkey), and even invested in competitor Box years earlier.",
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      "text": "With substantial pre-IPO hype, fueled by a potentially conflict-ridden investment by Salesforce, Dropbox's IPO soared. But, as its growth slows, and business challenges intensify to transform itself, we believe Dropbox's share price will continue to sink lower.",
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      "kind": "quote",
      "text": "\"Dropbox's stock soared 14%, and were jumping another 9.5% to a new record high of $39.50 on Friday. Reasons for the surge are anyone's guess, but it's led to a frenzy of M&A chatter around the enterprise software company...Much of the speculation has been focused on Salesforce (CRM) - given the increasingly cozy relationship between the two companies.\" — TheStreet, June 2018",
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      "text": "1) Benioff at Cloudforce New York: Press Analyst Q&A, October 12, 2012. The following year at Dreamforce, observers at TechCrunch called a Benioff and Dropbox's CEO Houston's chat a \"Lovefest\"",
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      "text": "Comparison of 'Promoting the Unicorn' vs 'Exposing the Dog' arguments",
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      "kind": "title",
      "text": "Unicorn Or Stock Promotion And Potential Conflict-Ridden Dog?",
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