We Are Removing Blackline (BL) from Investing Ideas

I added Blackline (BL) to the long side of Investing Ideas when I had a different macro and Tech sector outlook (we were in Quad 2 in Q2, an environment of Growth and Inflation accelerating in our model). So, today, with my macro view that we’ll be in Quad 4 (Growth and Inflation slowing) by the 4^th quarter of 2018 (and BL reporting a solid quarter that we can sell into), I’ll remove the name from our Top Investing Ideas long ideas.