No. of Recommendations: 3
Hi Bella

Apart from what has been announced and what was put in the S1 (IPO filing) I haven’t come across more. Maybe Crunchbase has some back data.

I like the company and product but have 2 concerns:

1) it got too highly valued after IPO - it seems to be resolving this with its SP declines though and I watch with interest

2) lack of a competitive Moat. I don’t necessarily worry about Microsoft but to a degree anyone could build a messaging app. Whatsapp for business could be a killer tool or something from Atlassian Etc

This second point I worry about more.

A
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