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#	AUTHOR DATE SUBJECT
12	member 11/25/22 3:39PM Re: Re: Re: Re: ESTC 11
So your 2025e revenue estimate is maybe 5% lower and your initial underwriting implied a 30% irr roughly 100% higher. What has changed? It sounds like your hesitance is tactical in nature - numbers may... login to read the rest view available tags
11	member 11/25/22 2:19PM Re: Re: Re: ESTC 10
Still own some given how cheap it has gotten relative to out year numbers, but think their $2bn 2025 revenue target is a little aggressive. I tried to use the cohort breakdown in their investor... login to read the rest view available tags
10	member 11/18/22 4:23PM Re: Re: ESTC 9
Are you still following it? revenue estimates (for 2022) are up 50% since late 2020 when there even wasn't a bubble, and we are now sitting at a price that is 25% lower. The company... login to read the rest view available tags
9	member 12/11/21 2:02PM Re: ESTC 8
angus, sorry about the delay here. I agree that the sell off is overdone. This is a high-quality asset that will be better monetized over time, and cloud revenues are growing 84%. I don't expect... login to read the rest 1 view available tags
8	member 12/03/21 7:26AM ESTC
TS, your thoughts on the quarter? I thought the sell off was overdone. 1 view available tags
6	member 6/17/21 3:09PM Re: ESTC...tangentsquash 5
Thanks angus, not too many updated thoughts. We think the opportunity remains attractive despite it beginning to play out. They guided to 120-130% NRR next year, and management has tended to sandbag numbers histroically. This compares to... login to read the rest view available tags
4	member 5/28/21 12:16PM Re: Re: Job openings mentioning “elasticsearch” 3
Thank you! view available tags
3	member 5/28/21 10:14AM Re: Job openings mentioning “elasticsearch” 2
That is revealera.com. https://twitter.com/revealeradata?lang=en Cheers view available tags
2	member 5/28/21 9:10AM Job openings mentioning “elasticsearch”
Have you ever come across this data? If so, do you know the source? I've seen this time series chart posted but can't find the source Thanks! view available tags
1	member 5/21/21 6:36PM Welcome to VIC
good to have ya here, friend. view available tags

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			2021	2022
Price:	114.14	EPS	0	0
Shares Out. (in M):	90	P/E	0	0
Market Cap (in $M):	10,245	P/FCF	0	0
Net Debt (in $M):	-364	EBIT	0	0
TEV (in $M):	9,882	TEV/EBIT	0	0

Description

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