Ian Bezek on X
@SandBrandyn I bought a basket of software and adjacent in Feb/March. $TEAM most ridiculous example both to the down and now upside... I don't trust the management teams enough to make a concentrated bet on any of these.
NASDAQ
Atlassian Corp
TEAM
3 articles
$43B Market cap · 2026-08-21
Ian Bezek on X
Atlassian $TEAM now up 214% since April, and +5% YTD. Market very efficiently determining future discounted cash flows from software companies, I see.
Raging Capital Ventures on X
Bill.com was sold after a 50%+ rebound, while HubSpot and Workday positions are actively traded with calls and short puts. Small shorts target Adobe, ServiceNow, Atlassian, Sprinklr and Yext.
