May. 20 at 12:32 AM
$LAW something is brewing at CS Disco... and it is worth tuning in IMHO.
a few facts about them:
- native AI & Cloud legal tech company
- they have a moat: data, growing & sticky customer base, and specialized solutions for ediscovery & litigations
- pricing model is not seat based
- grew 14.3% in their last quarter, accelerating their rev growth both QoQ and sequentially
- they've added a very experienced CFO in January '26 and he is already making a significant impact IMHO
- they've added the super experienced CEO of Paylocity (1.7B of revenue in FY26) to their board last month (April '26). He has a huge experience in hyper growth, AI, Cloud, and as importantly in M&A.
- they are on their way to breakeven (non-GAAP EBIDTA ) by December (or sooner??)
- The Price/Sales ratio is a super meager 1.35 - Far below the industry average
I think that they are going to surprise the market soon.
Do you own research and find out why this could become the next hot AI company to chase....
$TSLA $NVDA $GME
