Meet Kevin 对 $TEAM 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 3 条
2026-08-28
《The Software Stock Bottom is IN: Is it TOO LATE to Buy?》
对TEAM并不看空;历史利润率较差但正在改善,需警惕危险信号。

你看到Atlassian正在复苏。

You're seeing a recovery in Atlassian.

这对许多软件公司来说都是如此,无论是Atlassian。你在我们的课程会员直播中,我们对Atlassian做了很多分析,资产负债表很好,增长也很好。

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.

2026-08-28
《HERE WE GO. Fed Jackson Hole Speech.》
对Atlassian持中性立场;并非看跌,但警告历史利润率不佳是需要监控的风险因素。

Atlassian表现非常好。Atlassian在这里有一个漂亮的底部。我们实际上没有Atlassian的回撤,但我们可以轻松地把它放进去。我们没有Atlassian的敞口,但我们对他们做了很多基本面分析,他们的数字非常好。

非常好的增长,很好的资产负债表,现金流,非常好的数字。这家公司有很多值得喜欢的地方。

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.

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2026-08-27看涨
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