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#	AUTHOR DATE SUBJECT
28	member 6/25/21 11:48AM Re: Re: Re: Re: Re: Re: Re: Re: Author Exit Recommendation 27
i think the spread widened to about $2 which seems wide for a deal that is about to close in a month or so. looking forward to you next book report :-) 2 view available tags
26	member 6/25/21 9:55AM Re: Re: Re: Re: Re: Re: Author Exit Recommendation 25
hi Win/Jgalt - is there any chance this deal doesn't go thru due to the regulators? view available tags
25	member 12/02/20 3:30PM Re: Re: Re: Re: Re: Author Exit Recommendation 24
Agree. I know I already posted--I think this has the potential to be a FB/Instagram type deal---where the acquired asset can realize full potential and be worth a lot more with resources and support from... login to read the rest 1 view available tags
23	member 12/02/20 2:53PM Re: Re: Re: Re: VIC community: 20
mpk391, I think your Slack group is reflective of the fact that you hang out with some boring dull people and hence the Slack features aren't exciting. My slack group on the other hand is full... login to read the rest view available tags
22	member 12/02/20 2:10PM Re: Re: Re: Re: Re: VIC community: 21
ok, you're right. I skimmed the writeup too quickly. never voted on it, fyi view available tags
21	member 12/02/20 1:25PM Re: Re: Re: Re: VIC community: 20
there was virtually no discussion of valuation in this writeup. -- Slack has 80%+ gross margins and should eventually generate free cash flow margins of 30-40%. Modeling growth in top line, share count dilution and these scaled... login to read the rest 2 view available tags
20	member 12/02/20 1:19PM Re: Re: Re: VIC community: 17
jgalt is a great guy and I hope he continues to post more ideas on this site. also hope he still talks to me after this comment. but Pluto is right - there was virtually no... login to read the rest view available tags
19	member 12/02/20 1:09PM Re: Re: VIC community: 14
The poor rating and the tags obviously come from the fact that Jgalt pitched an idea with very, very little effort to explain to other people why this is cheap (especially at 20x sales). I get... login to read the rest view available tags
16	member 12/02/20 11:45AM Actual Usage
I have noticed a theme with a lot of software companies like Slack and FB/Instagram etc lately. If I started using it and like certain features, it usually turns out to be pretty good public... login to read the rest 3 view available tags
15	member 12/02/20 11:37AM Re: Re: Author Exit Recommendation 12
Agree--wonderful call. Curious jgalt/others on the combination---seems like a good deal for both, if you believe that Slack is a network effects business/ communication tool that is very early in adoption with a superior product... login to read the rest 1 view available tags
12	member 12/02/20 9:49AM Re: Author Exit Recommendation 11
Nice call on this one. Will be interesting to see how CRM tries to integrate it with the rest of their products. view available tags

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			2014	2015
Price:	32.36	EPS	5.1	5.7
Shares Out. (in M):	49	P/E	6.3	5.6
Market Cap (in $M):	1,577	P/FCF	0	0
Net Debt (in $M):	2,695	EBIT	0	0
TEV (in $M):	4,272	TEV/EBIT	0	0

Description

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