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Atlassian Q2 Preview: Is The SaaS Apocalypse Over? (NASDAQ:TEAM)
Seeking Alpha· 2026-01-19 15:47
Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] Group 2 - The article mentions that Atlassian Corporation (TEAM) was previously rated as a Buy with a price target of $214, following its performance in beating revenue and earnings estimates [1]
Twilio: 2025's Acceleration Ain't Stopping
Seeking Alpha· 2025-12-29 13:50
Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies [2] - The fund aims to maximize shareholder equity by meeting growth-oriented goals [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms [2] - Her newsletter, The Pragmatic Optimist, focuses on portfolio strategy, valuation, and macroeconomics [2] - The newsletter has been recognized as a top finance newsletter and aims to democratize financial literacy [2]
Celsius: My 2025 Contrarian Pick Has Ways To Go (CELH)
Seeking Alpha· 2025-10-21 15:01
Group 1 - The article highlights the investment strategy of Celsius Holdings, Inc. (NASDAQ: CELH), which has been selected as a contrarian pick for 2025, with a reiterated "buy" rating [1] - Amrita, who leads a boutique family office fund in Vancouver, focuses on investing in sustainable, growth-driven companies that aim to maximize shareholder equity [1] - The fund's investment approach is complemented by Amrita's experience in high-growth supply-chain start-ups and her efforts in user acquisition during the pandemic, which contributed to maximizing returns for clients [1] Group 2 - Amrita's newsletter, The Pragmatic Optimist, has gained recognition as a top finance newsletter, emphasizing portfolio strategy, valuation, and macroeconomics [1] - The cornerstone of Amrita's work is to democratize financial literacy and simplify complex financial concepts for broader accessibility [1]
Atlassian Q2: Ignore Market's Short-Term Pessimism
Seeking Alpha· 2025-08-10 11:14
Group 1 - The article discusses the positive outlook for Atlassian (NASDAQ: TEAM), with a previous rating of "buy" based on the belief that the company will achieve its $10 billion revenue target by FY29 [1] - The author highlights the involvement of Amrita, who leads a family office fund focused on sustainable, growth-driven companies, indicating a trend towards investments that maximize shareholder equity [1] - Amrita's background includes experience in high-growth supply-chain start-ups and venture capital, emphasizing her expertise in maximizing returns and user acquisition strategies during the pandemic [1] Group 2 - The article mentions that Amrita's newsletter, The Pragmatic Optimist, has gained recognition as a top finance newsletter, reflecting a growing interest in accessible financial literacy [1] - The focus on democratizing financial literacy suggests a shift in the investment landscape towards more inclusive and understandable financial strategies [1]