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I think we're in agreement here then, the valuations follow the fact that these companies can operationally grow much quicker than others.
by mbesto 4y ago
I think we're in agreement here then, the valuations follow the fact that these companies can operationally grow much quicker than others.
- dalbasal 4y agoSure, they have. So, they certainly can. The question for Atlassian is how fast. 20-30% doesn't get you to a justification for Atlassian's peak value. It doesn't inspire "the next Microsoft" vibes. Maybe after 10-15 years of growth at this rate, it would... but the market's not paying these prices for that. Atlassian becomes an acquisition target if stock prices reflect a 20% rate of growth.
- vladich 4y agoSince founders hold ~90% voting power combined, no, it's not gonna become an acquisition target.