The Dropbox Comp

Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.

Atlassian Buys Trello, Yahoo => Altaba

Atlassian acquired Trello in a deal that makes sense for Atlassian and also signifies increased consolidation in productivity software; then, Yahoo is nearly finished: the company was more important than we remember.

Atlassian Files for IPO, Square Prices IPO Below Last Round

Atlassian is a very remarkable company, particularly from a financial perspective. In fact, they may be so unique that they are one of a kind — and that has risks. Plus, most folks are drawing the wrong lessons from Square’s IPO pricing.