Team, We first mentioned WORK as a long term position here. Earlier last week Slack popped hard on news that Salesforce had intentions to acquire Slack. That deal will be announced tomorrow after market close, in conjunction with Salesforce earnings. At this point, we felt it was prudent to close out our trade between $40-42...Read More
Team, Customary update on the COVID-19 comeback folio at the end of November. My previous folio results can be found on the COVID-19 Folio tab. October 2020 results can be found here. As of November 30, the COVID-19 Comeback Folio is up a whopping 241% YTD. This DOES NOT include the Livongo position that we closed at...Read More
