WORK News and Press, Slack Technologies Inc. Class A From 09/29/20

We speak with a couple Atlassian alums about the emerging Atlassian mafia, a new search-focused product they are running, and the e-commerce boom. They share the challenges with search - and how Elastic approaches things - and why it's more of a second-derivative of Covid 19. They...

Palantir Technologies (PLTR) and Asana (ASAN), the year’s first direct listings to debut tomorrow, with estimated market values at listing of more than $20B and $5B.Last year’s sole direct listing, Slack Technologies (WORK)  last closed up 5% from its reference price, ...

SuRo Capital is trading at a 15% discount to intrinsic value if Palantir prices at $22 billion on Tuesday. Palantir is a more widely debated asset, but with a stated NAV of $11.84 (9% downside), SSSS offers a compelling risk/reward. SuRo Capital offers optionality with its other h...

"This time is different!" has been said again and again. In many cases, that turned out to be false, and valuations came back down to earth. Some pockets of the market look quite overvalued today, although not everything is expensive. For further details see: The Most Da...

ARK (Active Research Knowledge) actively manages ETFs that track companies with "disruptive innovation". ARK is radically transparent with their investment decisions and offers many avenues of interaction with investors, including podcasts and social media. The companies that comp...

Let's face it, today's retail investor is bombarded with information, and parsing through what is useful and what is not can be challenging. Avoiding noise and executing under pressure are critical to investing success. I've been managing custom-built equity portfolios since 2012,...

The stock market has been a bit disconnected from the U.S. economy as of late. The economy is still reeling from the effects of the coronavirus, resulting in an unemployment rate of 8.4%. And yet, the S&P 500 has gained more than 12.5% over the past 12 months, driven mostly by tech stock ...

This is the season for conferences, and we are here to give you the major points we picked from the conferences we have attended so far. The major takeaway seems to be that Q2 was the bottom with an expected slow but sure recovery as we head into Q3 and Q4. Consumer sentiment has improved mar...

With a lot of hype surrounding new IPO Snowflake , some investors may be wondering if they should buy the stock soon, even though Snowflake has already doubled over its IPO price. But are there other opportunities that would give you similar access to the cloud and big data market? Snowflake d...

Slack Technologies (NYSE: WORK) was featured in a recent analysis report that detailed the company’s performance in comparison to its two closest competitors, Microsoft Teams (NASDAQ: MSFT) and Zoom (NASDAQ: ZM). The report, written by LikeFolio Founder Andy Swan, reads... To read the...