Softbank G: Pandemic Read Across from Vision Fund Losses, WeWork Worries Drive Discount Higher
Softbank is trading down as the near-record stock market declines in the US roll into Japan. With an 8% overnight decline in the Vision Fund's...
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Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US)Â , 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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