Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
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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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Slack 3Q Results: Great Quarter for Revenue Growth but Profitability Remains a Concern
The workplace messaging company, Slack reported its 3QFY01/20 results yesterday which saw revenues growing 60% YoY while operating losses...
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WeWork Bondholders Brace for Softbank's Rescue Plan--In Silence
As I expected, The We Company (WeWork) (WE US) has gone silent (see The Tide Is Out and WeWork Bondholders Are Naked). Given the urgency of...
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Softbank G: We Company Deal Is Wrong on so Many Levels
Softbank announced it would boost its stake in We Company to 80% through the purchase of new and existing shares plus the contribution of its...
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