4 ms·
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
by 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 agohigh P/E means good income growth prospects. a good moat is one way to achieve that, but not the only way.