WORK News and Press, Slack Technologies Inc. Class A From 06/16/20

If you follow tech news, it is hard to miss press from Microsoft (NASDAQ: MSFT) and Slack Technologies (NYSE: WORK), which are battling it out for the highly coveted hub of the digital office. Slack's messaging platform came on the scene first, but the deep-pocketed software specialist h...

There has never been a better time for Slack Technologies (NYSE: WORK) collaboration software, but the stock has been a disappointment for early investors. It has trailed the S&P 500 since it went public a little more than a year ago.  Stock prices from April 26, 2019, to Jun...

Zoom (ZM) has been a stock market darling with the Work-From-Home investment theme during the COVID-19 global lockdown. Since the beginning of the year, Zoom has delivered a 200% return, while the S&P 500 has lost nearly 0.4%. We have written about Zoom's sky-high valuation before, and w...

I have a hard time valuing high-growth tech stocks. One look at a company with negative earnings and a price to sales ratio of 20 and my eyes start to glaze over. I find it frustrating that discussions around these types of stocks are generally qualitative ("This company's product is amazing")...

Editors' Note: This is the transcript of the podcast we posted yesterday. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the podcast, embedded below, if you need any clarification. We hope you enjoy. Daniel Shvartsma...

The last months have proven again that timing the market is very risky , with many professional analysts (even technical analysts) and hedge funds burning their hands by initiating a short position on the way up. However, market timing is not the same as reducing portfolio risks via hedging ...

Listen to or subscribe to The Investing Edge on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Seeking Alpha by Daniel Shvartsman We've talked about Zoom ( ZM ) vs. Slack ( WORK ) with a side of PagerDuty ( PD ) and Atlassian ( ...

DISCLAIMER: This note is intended for US recipients only and in particular is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is i...

Slack Technologies (NYSE: WORK) was already an intriguing opportunity before remote work was accelerated due to the coronavirus. Now that many workers are now doing their jobs from a distance, and some of them are not planning on coming back into a physical office for a long time, Slack's cl...

Following the market crash in February and March brought on by the coronavirus pandemic, stocks have rebounded sharply -- especially high-growth tech stocks. So, why consider buying those stocks now? From time to time, strong price action simply reflects underlying business execution and an impr...