TEAM

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.

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.

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.