I believe ZS got an upgrade this AM-- By thiiiiiiiis much
GBA Presents: House of Gummy-!
- Thread starter stonedinvestor
- Start date
It feels like some of the strongest hands are in TEAM now.
Does anyone think this would be a mistake to add to my son's acct?
I would have to do it next week.
Atlassian Corporation (NASDAQ:TEAM)
Number of Hedge Fund Holders: 39
Atlassian Corp ranks 10tht in our list of the best low risk high growth stocks to buy now. Earlier in August, Atlassian Corporation (NASDAQ:TEAM) posted strong fiscal Q4 results, beating the Street’s estimates on both EPS and revenue. Atlassian Corporation (NASDAQ:TEAM)’s revenue in the quarter jumped about 24% on a YoY basis. After the results several analysts upgraded Atlassian Corporation (NASDAQ:TEAM) and gave positive comments about the company. William Blair analyst Arjun Bhatia, who has an Outperform rating on Atlassian Corporation (NASDAQ:TEAM), said that the company results were helped by "strong demand" in the enterprise and "robust" migration to the cloud and data center.
A total of 39 hedge funds tracked by Insider Monkey reported owning stakes in Atlassian Corporation (NASDAQ:TEAM).
Artisan Partners made the following comment about Atlassian Corporation (NASDAQ:TEAM) in its Q4 2022 investor letter:
“Among our bottom contributors were Atlassian Corporation (NASDAQ:TEAM), SVB Financial Group and Catalent. The tougher macro environment caught up with Atlassian in the quarter as the company is seeing slower software user additions as customers of all sizes moderate hiring and spending. However, the company still expects to grow sales at a mid-20s rate in Q4 and grow its strategically important cloud revenues 40%–45%. These are slower rates than we expected, and could slow further, but Atlassian’s growth metrics remain solid in light of the environment. In the short term, slower revenue growth will likely pressure margins and profitability given the company’s rapid hiring expansion in recent periods. But we detect a meaningful shift in tone from management on expense growth and margins now that top-line growth is slowing. While we fully expect Atlassian to keep investing in its large growth opportunities, we think a prudent reprioritization of this spending will lead to margin tailwinds in the medium term. We are sensitive to the slowing near-term growth dynamics but believe remaining invested is appropriate given the longer term profit growth potential.”
Does anyone think this would be a mistake to add to my son's acct?
I would have to do it next week.
Atlassian Corporation (NASDAQ:TEAM)
Number of Hedge Fund Holders: 39
Atlassian Corp ranks 10tht in our list of the best low risk high growth stocks to buy now. Earlier in August, Atlassian Corporation (NASDAQ:TEAM) posted strong fiscal Q4 results, beating the Street’s estimates on both EPS and revenue. Atlassian Corporation (NASDAQ:TEAM)’s revenue in the quarter jumped about 24% on a YoY basis. After the results several analysts upgraded Atlassian Corporation (NASDAQ:TEAM) and gave positive comments about the company. William Blair analyst Arjun Bhatia, who has an Outperform rating on Atlassian Corporation (NASDAQ:TEAM), said that the company results were helped by "strong demand" in the enterprise and "robust" migration to the cloud and data center.
A total of 39 hedge funds tracked by Insider Monkey reported owning stakes in Atlassian Corporation (NASDAQ:TEAM).
Artisan Partners made the following comment about Atlassian Corporation (NASDAQ:TEAM) in its Q4 2022 investor letter:
“Among our bottom contributors were Atlassian Corporation (NASDAQ:TEAM), SVB Financial Group and Catalent. The tougher macro environment caught up with Atlassian in the quarter as the company is seeing slower software user additions as customers of all sizes moderate hiring and spending. However, the company still expects to grow sales at a mid-20s rate in Q4 and grow its strategically important cloud revenues 40%–45%. These are slower rates than we expected, and could slow further, but Atlassian’s growth metrics remain solid in light of the environment. In the short term, slower revenue growth will likely pressure margins and profitability given the company’s rapid hiring expansion in recent periods. But we detect a meaningful shift in tone from management on expense growth and margins now that top-line growth is slowing. While we fully expect Atlassian to keep investing in its large growth opportunities, we think a prudent reprioritization of this spending will lead to margin tailwinds in the medium term. We are sensitive to the slowing near-term growth dynamics but believe remaining invested is appropriate given the longer term profit growth potential.”
We started to flush out a thesis about data cenets and AI/ Using Iron Mountain.
-> Equinix, Inc. (NASDAQ:EQIX)
Number of Hedge Fund Holders: 39
Internet and data center services Equinix, Inc. (NASDAQ:EQIX) ranks 12th in our list of the best low risk high growth stocks to buy now. Equinix, Inc. (NASDAQ:EQIX) has already gained about 16% year to date through August 11. Equinix, Inc. (NASDAQ:EQIX) recently announced a $42 million investment in India.
As of the end of the first quarter of 2023, 39 hedge funds in Insider Monkey’s database were long Equinix, Inc. (NASDAQ:EQIX). The most significant hedge fund stakeholder of Equinix, Inc. (NASDAQ:EQIX) was Ian Simm’s Impax Asset Management which owns a $461 million stake in the company.
Baron Real Estate Fund made the following comment about Equinix, Inc. (NASDAQ:EQIX) in its second quarter 2023 investor letter:
“We recently increased the Fund’s exposure to data center REITs by acquiring additional shares in Equinix, Inc. (NASDAQ:EQIX) and re-initiating a position in Digital Realty Trust, Inc.
Data center landlords such as Equinix and Digital Realty are benefiting from record low vacancy, demand outpacing supply, more constrained power availability, and rising rental rates. Several secular demand vectors, which are currently broadening, are contributing to robust fundamentals for data center space globally. They include the outsourcing of information technology infrastructure, increased cloud computing adoption, the ongoing growth in mobile data and internet traffic, and artificial intelligence as a new wave of data center demand. Put simply, each year data continues to grow exponentially, and all of this data needs to be processed, transmitted, and stored – supporting increased demand for data center space. In addition, while it is still early innings, we believe artificial intelligence could not only provide a source of incremental demand but also further accelerate existing secular trends by driving increased prioritization and additional investment in digital transformation among enterprises.
We recently spent time with the management teams at both Equinix and Digital Realty and are optimistic about their prospects. We believe Equinix, the premier global operator of network-dense, carrier-neutral colocation data centers, is well positioned to grow its cash flow per share by more than 10% annually for the next few years.”
-> Equinix, Inc. (NASDAQ:EQIX)
Number of Hedge Fund Holders: 39
Internet and data center services Equinix, Inc. (NASDAQ:EQIX) ranks 12th in our list of the best low risk high growth stocks to buy now. Equinix, Inc. (NASDAQ:EQIX) has already gained about 16% year to date through August 11. Equinix, Inc. (NASDAQ:EQIX) recently announced a $42 million investment in India.
As of the end of the first quarter of 2023, 39 hedge funds in Insider Monkey’s database were long Equinix, Inc. (NASDAQ:EQIX). The most significant hedge fund stakeholder of Equinix, Inc. (NASDAQ:EQIX) was Ian Simm’s Impax Asset Management which owns a $461 million stake in the company.
Baron Real Estate Fund made the following comment about Equinix, Inc. (NASDAQ:EQIX) in its second quarter 2023 investor letter:
“We recently increased the Fund’s exposure to data center REITs by acquiring additional shares in Equinix, Inc. (NASDAQ:EQIX) and re-initiating a position in Digital Realty Trust, Inc.
Data center landlords such as Equinix and Digital Realty are benefiting from record low vacancy, demand outpacing supply, more constrained power availability, and rising rental rates. Several secular demand vectors, which are currently broadening, are contributing to robust fundamentals for data center space globally. They include the outsourcing of information technology infrastructure, increased cloud computing adoption, the ongoing growth in mobile data and internet traffic, and artificial intelligence as a new wave of data center demand. Put simply, each year data continues to grow exponentially, and all of this data needs to be processed, transmitted, and stored – supporting increased demand for data center space. In addition, while it is still early innings, we believe artificial intelligence could not only provide a source of incremental demand but also further accelerate existing secular trends by driving increased prioritization and additional investment in digital transformation among enterprises.
We recently spent time with the management teams at both Equinix and Digital Realty and are optimistic about their prospects. We believe Equinix, the premier global operator of network-dense, carrier-neutral colocation data centers, is well positioned to grow its cash flow per share by more than 10% annually for the next few years.”
I was going to use the Data Centers in Gummy 2 // but lest keep track now... REITS are about to awaken.
EQIX Equinix, Inc.
$782.67 +11.75 (+1.52%)11:56 AM 08/28/23
DLR Digital Realty Trust, Inc.
$126.87 0.91 (+0.73%)11:59 AM 08/28/23
IRM Iron Mountain Incorporated
$61.780.61 (+1.00%) 11:57 AM 08/28/23
EQIX Equinix, Inc.
$782.67 +11.75 (+1.52%)11:56 AM 08/28/23
DLR Digital Realty Trust, Inc.
$126.87 0.91 (+0.73%)11:59 AM 08/28/23
IRM Iron Mountain Incorporated
$61.780.61 (+1.00%) 11:57 AM 08/28/23
Why is SNOW acting sick? Down $3.47
...
I WANT TODAY'S QQQ RANGE!
Can't give you a range, but I'll try to nail today's Q close at 367.05. Feel better that someone tried? hehe
Van’s ACI continues to grind, hmmm.
Last week we broke the trend of closing lower. Naz was up.
This week we break the trend of every other day reversing. (hopefully!)
This week we break the trend of every other day reversing. (hopefully!)
Company Profile
EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.4 billion) across 44 states. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.
Really like these guys-!
EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately $5.7 billion (after accumulated depreciation of approximately $1.4 billion) across 44 states. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.
Really like these guys-!
WARNING MANY MANY PEOPLE PLAYING THIS---!
FNGR-- JUST USE FUN MONEY IF MONEY CAN BE FUN. 1,500 SHARES I WOULD RECOMMEND
FingerMotion, Inc. (FNGR) ABOUT TO DO IT'S THING.
NasdaqCM - NasdaqCM Real Time Price. Currency in USD
5.06+0.57 (+12.72%)<-------------
As of 12:14PM EDT. Market open.
FNGR-- JUST USE FUN MONEY IF MONEY CAN BE FUN. 1,500 SHARES I WOULD RECOMMEND
FingerMotion, Inc. (FNGR) ABOUT TO DO IT'S THING.
NasdaqCM - NasdaqCM Real Time Price. Currency in USD
5.06+0.57 (+12.72%)<-------------
As of 12:14PM EDT. Market open.