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No. of Recommendations: 7
For anyone dealing with SaaS companies, I believe that for background and understanding, you should have a subscription to Ben Thompson's newsletter "Stratechery".

His take is NOT the stock market/investment (in fact, he does not invest in individual companies to avoid perception of bias) but from understanding the environment.

He's been talking about slack for a long time.
A list of various articles are here:
Most of those require a subscription, but he has a weekly public newsletter.
Here are a couple that touch on slack: (This one compares approach of Slack and MS Teams - he also revisits at the end of 2018 in the subscriber email).

Anyway, if you are considering investing in Slack, Ben's take is something you should read.

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