u/Heosat
Reddit r/ValueInvesting
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 25
$69.40
+31.9%
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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u/Heosat has 1 trade idea tracked on Buzzberg across 1 ticker since March 2026. Most covered: TEAM.