Slack Investment Strategy Post Direct Public Offering
Slack Technologies Inc (WORK US)'s shares have jumped since it started trading on Thursday, closing at $37.22 per share as of June 21st,...
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Slack IPO: What to Make of Financial Guidance & Detailed Quarterly Results
Should we view the revenue guidance of $590 million to $600 million for full FY 2020 negatively or positively? Remember, this is the first guidance...
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Slack IPO: A Growth Story with No Profits; Disappointing FY20 Guidance as Slack Nears Public Debut
In our previous insight on Slack Technologies Slack Technologies: Unsustainable Growth and No Path to Profitability; Slack is Not Our Choice, we...
626 Views
Subaru: Joint BEV Development with Toyota Matters; Toyota's CASE Strategy Becoming Clearer
Subaru Corp (7270 JP) just announced a partnership with Toyota to develop a BEV dedicated platform for mid and large sized passenger vehicles,...
637 Views
BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
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