Fools Duel Over DocuSign: Is It Still a Breaker?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 15 September 2025

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you! Tim Beyers and Rick Munarriz discuss: - DocuSign’s prospects - is now the time to buy? - The Big Macro and resilient industries. - Three recent winners - who’s the Faker, who’s the Breaker? David’s Gardner’s new book — Rule Breaker Investing — hits shelves and will be available for purchase. Get it before it’s gone! Tickers: Companies discussed: DOCU, ALAB, OPEN, RDDT Host: Tim Beyers Guest: Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We duel, you decide.
0:07.3	Two fools make the case for and against DocuSign.
0:10.9	You're listening to Motley Fool money.
0:17.1	Hello, I'm Tim Byers, lead advisor of Motley Fool Rule Breakers, and here with me is my teammate of 20 years on that service, Rick Yunaris.
0:29.6	Rick, how are you this morning?
0:31.5	I'm doing great.
0:33.3	Excellent, excellent.
0:34.5	We're going to talk some breakers today.
0:36.6	Are you ready to dual over weather
0:38.8	DocuSign stock, ticker D-O-C-U, will be a market beater over the next five years?
0:46.3	I was born to fight, so I'm ready, Tim. I know you were born to fight. I've known you for a lot of
0:51.6	years. Rick, give us the bull case here quickly.
0:55.3	So we'll do two-minute bowl, two-minute bear, and then we're going to get you fools to
1:00.1	vote in the comments to this show. But Rick, go ahead. Two minutes. What's your bull case?
1:06.2	All right. There's no denying that digital signatures are a game changer. The road to better
1:10.5	mouse traps is paved with ideas that save time and provide convenience. Businesses all There's no denying that digital signatures are a game changer. The road to better mousechaps
1:11.0	is paved with ideas that save time and provide convenience. Business was already accelerating
1:15.5	for docket sign heading into the pandemic, but everything changed when the COVID-19 crisis
1:19.1	made old school ink signatures not just inconvenient, but potentially unsafe. Revenue picked up,
1:24.7	picked it up a notch, rising 49% and then 45% in the first two fiscal years of that shelter-in-place era.
1:30.5	Like many pandemic plays, business slowed for DocuSign after that.
1:33.5	But, and this matters, unlike many pandemic plays where revenue growth disappeared, that hasn't happened here.
	...

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