User 6348921

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  • Atlassian -12.5% in spite of FQ2 beat, above-consensus FY16 guidance  [View news story]
    bear market don't need reason
    Feb 6, 2016. 09:11 PM | Likes Like |Link to Comment
  • Is Chesapeake's Current Price Still Too High?  [View article]
    22 BILLIONS DEBT to be serviced
    Feb 4, 2016. 06:26 AM | Likes Like |Link to Comment
  • We Were Bearish On Accuride, It's Down - What Now?  [View article]
    thanks for the update
    Feb 2, 2016. 11:52 PM | Likes Like |Link to Comment
  • Top Turnaround Stocks For 2016  [View article]
    Your pick for 2015 Accuride Corporation ACW did terrible. Bought around $4 now it is at $0.80. Could you please care to post your opinion about it? thank you.
    Feb 2, 2016. 08:56 PM | Likes Like |Link to Comment
  • Reuters: China to adopt 6.5-7% growth target range  [View news story]
    Does anyone really believe numbers coming out of China?
    Jan 31, 2016. 09:29 PM | 1 Like Like |Link to Comment
  • Star Bulk Carriers - Reverse Stock Split  [View article]
    Thanks for highlighting the risks I almost overlooked.
    Jan 22, 2016. 12:28 AM | Likes Like |Link to Comment
  • Freeport-McMoRan Can't Escape A Decline  [View article]
    Good points, really like the way you think. Having seen every crisis since the 2000 dotcom, it's only during the crisis time you can pick good stocks at bargain price.
    Jan 9, 2016. 08:01 PM | 2 Likes Like |Link to Comment
  • China market meltdown spreads across the globe  [View news story]
    damn.... why is gold not shooting up?
    Jan 7, 2016. 04:29 AM | 8 Likes Like |Link to Comment
  • Shake Shack: The Next Chipotle Is Reasonably Priced And Outperforming Projections  [View article]
    and the party for shorties just started
    Jan 7, 2016. 04:26 AM | Likes Like |Link to Comment
  • Shake Shack: The Next Chipotle Is Reasonably Priced And Outperforming Projections  [View article]
    There is more market turmoil ahead in 2016, I wouldn't want to get anywhere near SHACK until it reaches IPO issued price. End of the day It's burger chain, not a tech stock with patented model. Everyone is susceptible to market down trends. Wait for bargains.
    Dec 31, 2015. 07:49 PM | 5 Likes Like |Link to Comment
  • Benchmarking Atlassian's S-1 - How 7 Key SaaS Metrics Stack Up  [View article]
    Is there a way to buy the stock before US IPO for Australians or for someone outside US? Thanks
    Nov 25, 2015. 04:45 PM | Likes Like |Link to Comment
  • Benchmarking Atlassian's S-1 - How 7 Key SaaS Metrics Stack Up  [View article]
    I might take that back, there is not much info on public domain on market share etc.
    - Is Hipchat a sticky solution compared to free ones like skype, hangouts....etc
    - There is potential in bitbucket but in front of Github's dominance it just pales.

    Would love to know more. thanks
    Nov 18, 2015. 11:44 PM | Likes Like |Link to Comment
  • Benchmarking Atlassian's S-1 - How 7 Key SaaS Metrics Stack Up  [View article]
    Great Analysis. It's a bit of hidden gem Thank you.

    I use their applications at my day job - at a unicorn. I have a mixed opinion.

    Comparing Atlassian to other B2B or B2C applications with broad market scope such as Zendesk, Xero, Shopify, Workday is probably not ideal. For example Zendesk or Xero can Sell their wares to most businesses. Ideally it should be compared with sales of applications that specialize selling to IT teams (some one like Github). Traditionally apps like Atlassian used to windup in the lap of tech giants such as Oracle or IBM. Now a days everyone is gunning to be unicorn.

    Github, Atlassian are vital tools for software development teams. Atlassian embraced Agile development methodology which is core to it's success. These days every software development team in every corner of earth - irrespective of language/geography - singing virtues of agile development.

    There is plenty of room for global growth. Most of this growth comes from effortless marking via tech bloggers, word of mouth, agile methodology adoption...etc

    Very sticky application, Once deployed after trails it will be permanant fixture for teams.

    App store is good enough to call it a platform.

    Sustaining Growth rates are not a big deal as revenue is recurring and client retention is not a big deal.

    On the downside,
    - it's a very narrow area.
    - Possibility of Github or Microsoft....likes etc could disrupt.
    - other than Jira and Confluence rest of tools are not widely used. (Kind of one trick pony)
    - there are boatloads of free/cheap opensource tools.
    - Unless company has a decent budget or success, this is a not a must have tool for dev team.


    All in all could be a good ipo if priced right.
    Nov 13, 2015. 01:30 AM | Likes Like |Link to Comment
  • Intuit A Great Company But Overvalued  [View article]
    great piece
    Jul 16, 2015. 03:59 PM | Likes Like |Link to Comment
  • Apple Earnings: Astonishingly Good  [View article]
    meah..... it's just the beginning of the end.
    Apr 28, 2015. 05:42 AM | 3 Likes Like |Link to Comment
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101 Comments
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