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No. of Recommendations: 2
I have a small position in Slack that I’m considering increasing a bit before earnings.

Darn it! Shame on me for thinking Slack didn’t have a catalyst until earnings. Guess you should buy when you feel the time is right. I chose to do a bit more research. Even emailed Investor Relations a question early this morning hoping for some insight on what was probably a completely inconsequential item in the long run. My guess is Slack IR had better things to do today than answer my question.

Media is reporting the deal with Salesforce may go through as early as next week. It does seem like a very good fit for both companies. It will take some time to pay off for Salesforce, but enhances their position against Microsoft significantly. On the Slack side, Butterfield will get to see his baby take off. Seems like a win-win.

A.J.
Kicking myself a bit...
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