$Atlassian Corporation PLC(TEAM)$ Finally added Atlassian to my portfolio! Eyes on the long term ROI, SaaS is not dead, and certainly not for Atlasssian
$LENDLEASE GROUP(LLC.AU)$ currently serves as a case study in operational inefficiency. The firm’s persistent mismanagement and inability to execute on its core strategy make it an unattractive proposition for value seekers. We maintain a Strong Sell rating.