TEAM 这一页 3 条观点条目，其中 1 条方向发生变化。
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.
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.
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.
