Pluralsight announced a massive billings slowdown in their August 2019 earnings report, and the market cut their stock valuation in half from $4.7 billion to $2.2 billion. With the best in class product and growing wallet spend, I believe Pluralsight will regain their momentum once they hire and train more salespeople. While there's no telling when they will turn around, I … [Read more...] about Pluralsight Could Corner The Technology Skills Market
Weekly Articles
The WeWork IPO – How Red Flags Harm Investors
The WeWork IPO is rampant with red flags - their CEO is cashing out equity before the IPO, and treating the company like his personal piggybank. These issues need to be resolved before investing in the company. Far less egregious examples of this have occurred with previous IPOs, and history shows that retail investors bear the cost after the IPO. What Are The Goals of … [Read more...] about The WeWork IPO – How Red Flags Harm Investors
Slack’s Direct Listing & The Virtues of Patience
There's a ton of hype around the Slack direct listing. Unfortunately, everybody else knows about this, and the positivity is priced in. What is Slack? Slack is the premier software for communicating and collaborating. The tool benefits every line of business: accountants, customer support reps, engineers, executives, salespeople, and many others. Their users … [Read more...] about Slack’s Direct Listing & The Virtues of Patience