Our Technology analyst Ami Joseph recently revealed one of his newest short ideas, Slack Technologies (WORK) in a presentation to institutional subscribers.
One of the arguments he made on the short side was that Slack is missing a key component in its product that makes it live up to its ticker name.
“They’ve told us their ambition. Their ticker is WORK. It doesn’t make sense based on what Slack is today,” Joseph explains in the clip above.
“The term ‘Where Work Happens’ doesn’t make sense to describe Slack today. They want to be this productivity tool, but they’re missing something.”
Watch the full clip above for more.