We're getting close to rounding out our portfolio with 30 stocks. This week was my turn, and I chose Atlassian
$TEAMHere's why...
The company spends SO LITTLE on sales and marketing. These products sell themselves
Switching costs and brand are obvious moats, but don't sleep on the Atlassian marketplace's network effects, either
And though I don't focus on valuation as much as
@brianferoldi, these prices are the best investors have gotten in a LONG TIME