Slack: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a followup to our Slack Technologies Inc (WORK US) case study from...
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U.S. Equity Strategy: Upgrading Utilities, Downgrading Manufacturing
We continue to view the market as healthy in terms of breadth, although rotations are occurring at the margin which warrant minor tweaks to our...
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Dropbox IPO Preview – Drop It Like It’s Hot
Dropbox filed its highly anticipated S1 prospectus in the US on Friday with the intention of raising $500mn in the market. We note five points with...
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