SerrNovik/iStock via Getty Images Investment thesis A lot has changed for DigitalOcean (NYSE:DOCN) in the past 14 months. Let's start by doing a sanity check on the company's stock performance. DigitalOcean, or DO as the company sometimes calls itself, underperformed the benchmark index by scoring a ~17% return, ~10% under the S&P 500 index (SP500) over the past year. sa Last year, the company's Q2 FY23 results shocked its investors after it announced in that report that customers were churning and spend wa ...