Slack: Unsustainable Growth and the Route to Profitability Unclear; Slack Is Not Our Choice
Slack Technologies (WORK) offers a cloud-based messaging software which allows employees to communicate and collaborate across organisations. The...
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Softbank Group: Uber 'Premium' Dissipates
Softbank Group (9984 JP) shares are down 13% in three days on tech and China concerns even as a disappointing debut for Uber has been given a lot...
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Lyft: Can a Short Stampede Into the Latest Unicorn IPO Give This Stock an Uber-Squeezy Lyft?
In Uber: Weak Marginal Profits and Didi's Assualt on Latin America we offhandedly suggested that Lyft Inc (LYFT US) could be tactically interesting...
566 Views
Uber: Lyft 1Q Sheds No Positive Light on Upcoming IPO
After the close on the 7th US time Lyft Inc (LYFT US) announced its 1Q numbers, emphasising 95% YoY revenue growth and broad YoY improvements in...
563 Views
Narrow-Moat Uber's IPO Looks Attractive to Us
We still value the company at $110 billion, or $58 per share, as Uber Eats is outperforming our expectations. Uber Technologies (0084207D US)' Moat...
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