- Atlassian is priced to perfection, but so far that’s what shareholders are getting in terms of execution.
- The company is relentlessly focused on customer needs, which drive an out-sized R&D outfit that delivers, and some smart strategic decision-making.
- The high R&D expenditures prevent much operational leverage, but the company produces quite a bit of free cash flow (32% of revenue in 2018) nevertheless.
Atlassian Is Priced For Perfection
August 4th, 2018 · No Comments