← Back to context Comment by dnnddidiej 3 hours ago Oh less than Atlassian. Suprised. 1 comment dnnddidiej Reply philipwhiuk 2 hours 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).
philipwhiuk 2 hours 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).
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).