3 ms·

Oh less than Atlassian. Suprised.

• philipwhiuk 6mo ago
  Atlassian has a moat of features despite being expensive. You see nibbles by stuff like Monday.com but never big chunks. CloudFlare is honestly still iterating to find a moat other than 'really cheap'. High P/E means a good moat. (Too high and everyone is looking for a start-up to eradicate your product segment of course).
  • postflopclarity 6mo ago
    high P/E means good income growth prospects. a good moat is one way to achieve that, but not the only way.