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No. of Recommendations: 3
I believe the article is available on substack: https://notboring.substack.com/p/slack-the-bulls-are-typing

I've started nibbling at Slack over the past few weeks. It's a 50% grower being held down by

1) The drop in billings last quarter
2) MSFT Teams

The article dives into #2. Yes, Teams is a threat but maybe not as big as some believe it to be. Per the article, Slack has tripled its revenue since Teams was released in 2017.

I tend to agree with the author. Keeping my position small, but the fundamentals are there. The stock just hasn't followed suit. At some point, continued 50% growth will be rewarded.
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