TEAM 全部观点

You're seeing a recovery in Atlassian.

That's true for many software plays, whether it's Atlassian. You our our course member live streams, we've done quite a quite a lot of analyses on uh on Atlassian, great balance sheet, uh great growth.

I've got Atlassian's doing really well. Nice bottoming over here on Atlassian. We don't actually have a retracement on Atlassian, but we can easily throw this in. We uh don't have exposure to Atlassian, but we've done a lot of fundamental analysis on them, and they have very good numbers.

Uh very good growth, uh you know, great balance sheet, cash flow, very, very good numbers here. There's a lot to like at this company.

Team, how's team doing? this team rap uh you know jump in as well. Oh yeah, team's up about 6% as well. Team's interesting too.

teamep t team on August 7th I broke down um clean expansion this quarter in pricing power valuation I called them dirt cheap that they are a half peg even after they ran up 30% which I think was up to like 130 something like that uh seed expansion positive net income 75% of their free cash flow going back to buybacks.

Uh costs are scaling out. I wrote big gross PP operating PP is growing and we had good things to say about it. I think the uh the exponential move up in their margins is bullish.