Meet Kevin 对 $TEAM 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
各位，Team 表现如何？也欢迎加入讨论 Team 的同事。是的，Team 也上涨了约 6%。Team 挺有意思的。
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.
在8月7日对 Team 的分析中，我指出本季度实现了干净的扩张，定价能力和估值方面，我认为它们非常便宜，即使在股价上涨30%后（我记得涨到了130多美元），其PEG仍为0.5倍。
种子扩张、净利润转正，75%的自由现金流用于股票回购。成本正在规模化摊薄。我写道，毛利润和营业利润都在增长，我们对它有很多正面评价。我认为其利润率的指数级上升是看涨信号。
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.
他们目前的营业利润率这么低，只是因为刚开始转向盈利，这看起来并不值得 Atlassian 拥有很好的未来估值。但我认为华尔街预计他们的营业利润率会大幅改善。让我看看，毕竟这是软件行业，对吧？
所以我看到目前预计营业利润率为2%，这很糟糕，对吧？预计未来四年的平均营业利润率将增长到20%。这要好得多。你知道，这就能证明公司的两倍 PEG 以及更高的估值是合理的。
their operating margins being this low right now because they're just turning into profitability doesn't make it look like it deserves a really good future valuation at Atlassian. Uh but I think they're Wall Street is projecting that their operating margins are going to get a lot better. Let me see here cuz I mean it's software, right? So I've got projected 2% operating margin right now, which is horrible, right? uh and that's expected to grow to an average of 20%, you know, on average over the next four years. That's a lot better. You know, that's where you could justify like a, you know, a two peg for the company and a a much higher valuation.