MusiCali, the good old Gary for me is slowly (or not slowly) becoming a “contrarian indicator”. He is blasting valuation of our stocks for how long now… perhaps 2-3 years at least. And where are these stocks compared with 3 years ago prices… 
On the Work - I’m still keeping the long position. My smallest position, just 3.5%. Now, why it did not move up like our other stocks? I think the reasons are
- Weaker than expected (if any) by market Covid boost
- Big MS Teams competition
- Slowing revenue growth
Why I keep the position? I like a lot the GM and the thesis is that they will stabilize growth at 50% or so. I wanna see next quarter results to compare with the thesis. This is, however, my least conviction stock and company at this moment.
Perhaps others can add more thoughts on WORK here.
Best,
V