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u/Heosat
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+147.1%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
25 мар
$69.40
+147.1%
Atlassian is growing revenue at 20-25% with 85% gross margins, and has recently cut its workforce by 10% while initiating a hiring freeze. The reduction in headcount will significantly lower SBC over the next 12-24 months, leading to a large delta between FCF and SBC, consistent GAAP profitability, and potential S&P 500 inclusion. Go long on TEAM as the market is currently mispricing its future GAAP profitability and overestimating the threat of AI disruption. AI startups successfully bypass enterprise compliance moats to steal market share, or management fails to rein in SBC as projected.
Atlassian is growing revenue at 20-25% with 85% gross margins, and has recently cut its workforce by 10% while initiating a hiring freeze. The reduction in headcount will significantly lower SBC over the next 12-24 months, leading to a large delta between FCF and SBC, consistent GAAP profitability, and potential S&P 500 inclusion. Go long on TEAM as the market is currently mispricing its future GAAP profitability and overestimating the threat of AI disruption. AI startups successfully bypass enterprise compliance moats to steal market share, or management fails to rein in SBC as projected.
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У u/Heosat на Buzzberg отслеживается 1 торговых идей по 1 тикерам с марта 2026. Чаще всего покрывает: TEAM.
