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Subject:  Re: Slack Technologies (WORK) Date:  7/22/2019  9:44 AM
Author:  tamhas Number:  115363 of 115820

because the market only pays attention to growth and not differentiation or moat.

While I am cautious about ascribing behaviors to the market, it does seem to me that recently high levels of growth are taken as evidence of differentiation or moat when, in fact, no such thing may be the case.
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