Atlassian's operational turnaround rewarded by market
The case made was that Atlassian's stock pop demonstrated that software companies can be rewarded if they get fundamental execution back on track.
THE TWENTY MINUTE VC CHANGED ITS VIEW
BEARISH FOR 4 WEEKS, THEN THE TURNKeep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.